Keeping in line with our core investment strategy, we typically invest our clients in low-cost index funds or exchange-traded funds. If you prefer to invest in funds not listed below, we will work with you to build an investment lineup that suites your needs.
Contact us todayVanguard Total Stock Market Index
0.04%
VTSAX
Vanguard 500 Index
0.04%
VFIAX
Vanguard Value Index
0.06%
VVIAX
Vanguard FTSE All-World ex-US Small-Cap
0.16%
VFSAX
Vanguard Small-Cap Value Index
0.07%
VSIAX
Vanguard Total International Stock Index
0.11%
VTIAX
Vanguard Emerging Markets Index
0.14%
VEMAX
Vanguard Developed Markets Index
0.07%
VTMGX
Vanguard Short-Term Bond Index
0.07%
VBIRX
Vanguard Total Bond Market Index
0.05%
VBTLX
Vanguard Total International Bond Index
0.12%
VTABX
Vanguard Inflation-Protected Securities
0.10%
VAIPX
Vanguard Short-Term Inflation-Protected Securities
0.07%
VTAPX
Vanguard Balanced Index Admiral
0.07%
VBIAX
Vanguard Target Retirement 2065
0.08%
VSXFX
Vanguard Target Retirement 2060
0.08%
VILVX
Vanguard Target Retirement 2055
0.08%
VIVLX
Vanguard Target Retirement 2050
0.08%
VTRLX
Vanguard Target Retirement 2045
0.08%
VITLX
Vanguard Target Retirement 2040
0.08%
VIRSX
Vanguard Target Retirement 2035
0.08%
VITFX
Vanguard Target Retirement 2030
0.08%
VTTWX
Vanguard Target Retirement 2025
0.08%
VRIVX
Vanguard REIT Index Admiral
0.12%
VGSLX
Vanguard Federal Money Market Fund Investor
0.11%
VMFXX
The Standard Capital Preservation Income Fund
0.10%
XCPF1