Selected work

Representative project work

Examples of investment and advisory work. Client names are left out. Investing involves risk, including loss of principal. Past performance does not predict future results.

Endowment Policy

Foundation

A written investment policy and quarterly reporting for a local foundation.

Fee Review

Review

A review of fees and overlap across four accounts for a family.

Retirement Income Plan

Retirement

An income and tax plan for a business owner selling a company.

Municipal Bond Ladder

Fixed income

A bond ladder built around a school endowment's yearly spending.