The Mission
We combine investment strategies that work with technology that lowers costs.
The result is a higher probability of financial success.
The ProFolio Group was founded on the following core ideas:
- The flow of information should not be determined by net worth;
- Access to investment vehicles should not be determined by account size;
- An efficiently managed portfolio should not be a costly portfolio.
Our investment strategy was built on the following core beliefs:
- We believe that markets work in an efficient manner;
- We believe that diversifying across asset classes, and periodically rebalancing your portfolio, helps to maximize returns while minimizing risks;
- We believe in the importance of keeping costs down by minimizing transaction costs and utilizing low-cost funds.
We incorporate our methodology into each service provided by The ProFolio Group, including, but not limited to:
- Investment Management
- Wealth Planning
- Financial Literacy
- Retirement Plan Consulting
- Core Ideas
-
The ProFolio Group was founded on the following core ideas:
- The flow of information should not be determined by net worth;
- Access to investment vehicles should not be determined by account size;
- An efficiently managed portfolio should not be a costly portfolio.
- Investment Strategy
-
Our investment strategy was built on the following core beliefs:
- We believe that markets work in an efficient manner;
- We believe that diversifying across asset classes, and periodically rebalancing your portfolio, helps to maximize returns while minimizing risks;
- We believe in the importance of keeping costs down by minimizing transaction costs and utilizing low-cost funds.
- Our Services
-
We incorporate our methodology into each service provided by The ProFolio Group, including, but not limited to:
- Investment Management
- Wealth Planning
- Financial Literacy
- Retirement Plan Consulting
