Professional Investment Management Services
One of our primary goals at Teacher’s Path is to make professional investment management services affordable enough that more middle-class and mass-affluent investors will take advantage of the benefits.
How We Can Help - Investment Management Serving the Needs of Teachers
- Employer-sponsored plans such as 403(b) and 457 Plans often have limited investment options and potentially higher fees.
- As an Independent Investment Advisor, I have access to a broad universe of low-cost mutual funds and ETF options.
- Access to institutional share classes may provide substantial savings on internal investment expenses.
- Quarterly rebalancing assures that your portfolio doesn’t drift too far from your target allocation and can improve long-term performance.
- I’ve been in the wealth management industry for nearly 20 years. During that time, I’ve served on multiple investment committees, been directly involved with designing, monitoring, and recommending changes for firm-specific model portfolios, and obtained my Certified Investment Management Analyst (CIMA®) certification.
- My focus is on helping families responsibly grow and manage wealth over time. I’ll help you define success for your portfolio based on your goals and needs, then recommend appropriate tax-efficient strategies to limit risk while allowing sufficient upside potential.
Investment Philosophy -
Focus on What You Can Control
- Investment plan created to fit your needs and risk tolerance.
- Ensure proper asset allocation and global diversification to decrease risk.
- Manage expenses and taxes.
Ongoing Investment Management
- Customized portfolio based on your goals and objectives.
- Quarterly rebalancing to target portfolio.
- Quarterly market commentary available.
- Quarterly performance reports uploaded to your client portal.
- Annual portfolio reviews with Nathaniel.
Sample of Model Portfolio Strategies Employed
Voyager Series: All-in-one solution for small accounts or investors who are just getting started. Low minimum of $100 to start the account. Offers broad exposure to all major market sectors utilizing low-cost passive ETFs.
Factor-Based Models: Factor-based investing is an investment strategy that involves targeting securities based on specific characteristics that are historically associated with higher returns. Potential benefits toinvestors include above-market returns, lower risk, and enhanced diversification.
Core-Satellite Models: Core-satellite investing is an investment strategy that combines elements of passive index funds (lower cost, lower volatility, and better tax efficiency) with actively managed funds that offer the potential for outperformance. Potential benefits to investors include above-market returns, lower risk, and enhanced diversification.
