Investing as it Should Be
OUR APPROACH TO INVESTING
We use Nobel-prize winning research with a modern twist*
Long-term investment success is all about the right mix of diversified investments, taking smart risks, and staying invested over time.
TIMING THE MARKET CAN MEAN MISSING OUT ON RETURNS1
A tailored portfolio that helps you live your today and plan for tomorrow
With your plan as your foundation, and low cost, tax-efficient ETFs at the core of your portfolio, you’ll be positioned to participate in market returns and avoid the mistakes that most investors make.
A dedicated CFP® Professional who offers purely objective investing advice
We remove conflicts of interest with one clear, flat fee. This means we can focus on what’s best for you - no hidden fees, no commissions, no sales tactics. Strictly unbiased advice designed to help you achieve success.
All this, plus some of the lowest fees in the industry, with tax-efficient planning included
In addition to low-cost investments like ETFs, we’ll recommend accounts to minimize taxes today and create tax-efficient income for tomorrow. All for one low flat fee - which makes a big difference over time.
1 Sources: Ibbotson, Fidelity Mgmt & Research Company, Morningstar
2 Capital Spector.com | Source: Dalbar
* Our investment approach includes research from Nobel prize winners Harry Markowitz, Eugene Fama and Richard Thaler.
** Based on a traditional advisor charging 1% of your total account vs. a Facet annual flat fee of $2,400 plus .08% fund fees. Assumes a starting account balance of $100,000 adjusted for annual contributions and investment growth.
Dive deep into Facet’s approach to investing
Explore our methodology for building and managing client portfolios