Investment Philosophy & Strategic Partnerships

As your True Wealth Planner, we believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated, and integrate industry leading technology. We also believe in the power of expertise and providing our clients access to some of the best investment minds in the business. To that point, we have partnered with Schwab Advisor Services and Betterment for Advisors to provide low cost portfolio management solutions.

Socially Responsible Investing (SRI) & Environmental Social Governance (ESG) Considerations

A growing number of investors would like social issues to be a primary consideration in portfolio design, and feel that their commitment to the investing process is stronger when a portfolio is aligned with their personal values. In order to honor this commitment, clients may invest in alignment with critical environmental, social, and corporate governance considerations* through the use of SRI funds from Dimensional Fund Advisors (DFA).

Click here to learn more about DFA’s approach to sustainable investing.

DFA’s low-cost, institutional mutual funds are based on extensive research into what drives market returns over time, including the work of Eugene Fama, Recipient of the 2013 Noble Prize in Economics. Our portfolios utilize DFA funds because of their rigorous approach to SRI analysis, their structured approach to investing, and their academic, data-driven investment philosophy.

- The Cost -

For Financial Life Planning and Investment Advisory clients who do not pay a monthly fee, the maximum annual fee is based on the market value of the account and is calculated as follows:

Value of Total Portfolio Maximum Annual Fee

First $1,000,000 0.80%

Next $4,000,000 0.75%

Above $5,000,000 0.50%

Disclosures:

WWP is a registered investment adviser offering advisory services in the State of Oregon and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Betterment for Advisors is a division of Betterment Securities (“Betterment Securities”), a registered broker/dealer and member of the SIPC.

*Environmental and social screens may limit investment opportunities.