Fee-Only Investment Management Services
You’ve worked hard to save and accumulate assets throughout your life. Your asset values fluctuate but you’re not certain you’re on solid ground with your investment plan. You’re also worried the next market correction will erase a significant portion of your wealth.
At Shakespeare, we take a uniquely holistic approach to managing your investments. Your investments do not exist in a vacuum; that means we must first understand the other components of your financial plan including your tax, retirement, income, insurance, and other financial goals before we structure your investment plan. Because your investment plan is derived from your financial plan, both components must be designed to work together.
Beginning with academic research, we employ four factors of return which have been proven to add value through every market cycle, so you can maximize returns while mitigating risk. Our sophisticated rebalancing strategy is implemented consistently throughout the year to take advantage of market volatility as it happens, rather than rebalancing on a calendar basis. Our robust trading software allows us to best monitor and implement our strategy and disciplines.
Because we’re a fee-only firm, we can search for “best of breed” investments that exactly fit your needs. Our goal is to help you get the lowest cost, highest value investment funds available. By focusing on strategies that have been proven to work over time, we have effectively eliminated the guessing game that goes with investing.