The Bottom Line

Over the long run, even a 1.5% difference in returns from fees alone can be significant.  Over 30 years going from 6.5% to 8.0% returns leads to an ending portfolio 54% larger.

Portfolio Design – efficient, effective, diversified. Designed to minimize the meaningful performance drag from fees and taxes to maximize our client’s bottom line.

Low cost.  Using low cost ETFs saves meaningfully over traditional funds.  Over 20 years low costs for both the advisor and the investment products can make a huge difference, providing a possible 20-30% enhancement versus traditional offerings. *

Unbiased – Nason Hill has zero incentive or bias to invest your money in any investment besides what makes the most sense in the long run.

Sophisticated – Utilize broadly diversified ETFs available at a low cost to provide meaningful diversification. Utilize Modern Portfolio Theory** to enhance long-term returns while managing volatility.

Quality Service – committed to serving a limited number of families to ensure high quality service at all levels.

Transparent:  You will know and be able to see everything you have in your investments. You will see all fees.  There are not