Our People

Our History

Our Principles

Our Affiliations

Our Affiliations

We are defined in large part by the company we keep.

  • Alten Sakai & Company, LLP: Our affiliated tax and accounting firm
  • Dimensional Fund Advisors: Our alliance for helping us efficiently, cost-effectively implement our evidence-based investment strategy.
  • Multnomah Group: Our back-office and business-continuity alliance. As Multnomah Group assists us with the logistics of managing your money, we are freed to dedicate our energy and attention to you, our client, as your fully independent advisor.
  • Schwab Alliance: Your assets are held independently with Schwab, so you maintain control over your money, while we help you manage it.