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Investments
Low-cost, diversified portfolios held at an independent custodian, rebalanced with taxes in mind.
Led by
Dev Reddy
0.70% a year on the first $2M, 0.40% above
What we do
We build portfolios from low-cost index funds and hold them at an independent custodian, in your name. We can trade and rebalance; we can never withdraw money to anywhere but your own accounts.
Every account is placed with the others in mind, so bonds sit where they are taxed least and losses are harvested when they appear. You see every trade, and Dev will explain any of them in one paragraph.
What you get
An investment policy statement in plain English
Asset location across all your accounts
Tax-loss harvesting and rebalancing
A quarterly report you can actually read
The rest of the plan
Talk to the advisor who leads it.
A twenty-minute call, no paperwork. You’ll speak to the person who would actually do the work.