and Advisory Practice
The truth of the matter is that getting started now, spreading your investment dollars among several different asset classes, investing consistently in low cost vehicles through up and down markets, and not listening to the media is your path to a successful investment experience.
At White Street, we always look at your particular situation, comfort level and investment goals to design an investment strategy suitable for your needs and objectives. Once a strategy is defined, individual selections among appropriate asset classes and/or individual stocks or bonds are assembled among your tax deferred accounts, Roth accounts and your taxable accounts to form your portfolio.
We add value by helping keep your emotions in check with objective advice, keeping your expenses low, guiding your investment dollars to appropriate segments of the market and utilizing a little common sense along with science and academic research to back up our recommendations.
For those whose main interest, or primary source of investable assets, is a qualified defined contribution retirement plan such as a 401k or 403b, White Street offers a simple and inexpensive investment allocation service. We match your comfort level and objectives to the offerings available within your plan. Included with this service is advice on the appropriateness of and asset allocation within any other accounts you might have, such as other qualified retirement plans, emergency savings, taxable brokerage accounts and IRAs or Roth IRAs. In other words, we look at your whole picture to be sure that you are on the best overall path to your objectives.