We Work To Provide A Durable Investment Solution

Investing makes it possible for many of us to achieve important lifetime goals, such as retirement, higher education and a legacy for our families. That’s why we believe a better wealth experience requires a consistent investment approach based on financial science and grounded in real-world results. We believe in an approach that you can trust and understand-one based on research, analysis and evidence – not luck or prognostication.

Our Asset Class Investing philosophy is based on almost nine decades of data, analysis and research, insights from behavioral finance and close relationships with leading academics — including our advisory support team’s Investment Committee members, Dr. Meir Statman and Nobel Laureate Dr. Harry S. Markowitz.

We Build Asset Class Investment Portfolios and Lifetime Income Plans

There are four key concepts which play a vital role in the construction and management of our portfolios and lifetime income plans.

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R. Scott Maxwell Financial’s strong belief in the power of markets to create long-term wealth frees us to think differently about investing. We don’t follow fads or relegate our clients’ futures to guesswork and speculation.

Instead, we build portfolios that aim to capture the returns of global stock and bond markets and help investors reach their long-term goals. Since trading, fees and expenses can have a real impact on performance, all of our portfolios are managed to help control risks, control costs and minimize taxes.

Invested in Your Goals

All investments involve risk, including the loss of principal and cannot be guaranteed against loss by a bank, custodian, or any other financial institution. Stock investing involves risks, including increased volatility (up and down movement in the value of your assets) and loss of principal. Bonds are subject to market and interest rate risk. Bond values will decline as interest rates rise, issuer’s creditworthiness declines, and are subject to availability and changes in price.

Diversification or rebalancing cannot guarantee a gain or protect against a loss. The buying and selling of securities for the purpose of rebalancing may have adverse tax consequences.