Investment Management
Our approach to investment management is characterized by a commitment to evidence-based strategies, thoughtful diversification, and a focus on maximizing your long-term returns.
What This Includes
- Keep investment costs low
- Tailor evidence-based investments to your specific goals
- Maximize tax-efficiencies with your investments
How We Approach Investment Management
We manage evidence-based, low-cost investment portfolios aligned with your goals and risk tolerance. No market timing, no stock picking, no conflicts of interest.
Who We Work With
We work with individuals and families who have done the hard work of saving and are now focused on making smart decisions with what they’ve built. Most of our clients:
- Are between the ages of 55 and 70
- Have $750,000 or more in investable assets
- Want a fiduciary advisor who puts their interests first
- Are looking for a comprehensive plan — not just investment management
- Are approaching retirement or already retired and want to make their money last
What to Expect When You Work with Us
Our process is straightforward and low pressure:
- Introductory Call — A short call to learn about your situation and see if we’re a good fit for each other.
- Independence Wealth Blueprint Presentation — Our first working meeting where we dig into your financial picture and the questions that brought you to us.
- Discovery Meeting — We present our observations, recommendations, and a full picture of how we’d work together going forward.
There’s no obligation at any step. Our goal is to make sure the fit is right for both of us before moving forward.
Related Services
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Independence Wealth Advisory Services LLC is a registered investment adviser in the State of New Jersey. Registration does not imply a certain level of skill or training.