Investment Management

It’s critical that your wealth management plan have the right approach to managing your investment nest egg. After all, the money that you entrust with us represents the resources you will have to build the life that you want.

Your investments should be managed based on where you are in your life, not where the markets are!

We also understand that you want all of your money working for you. We pay particular attention to keeping fees as low as possible and to tax issues that may take money out of your pocket.

Inspired Financial is one of a select group of firms authorized to offer its clients investment strategies offered by Dimensional Fund Advisors (DFA), an investment partner who shares our investment philosophy and:

  • Takes a disciplined and structured approach to identifying investment opportunities in all market conditions
  • Bases their approach on an academic foundation, taking the “guesswork” out of investment management
  • Does not try to time the market or speculate

While we have access to leading edge solutions and have gathered a cadre of professionals to undertake the design and implementation of your plan, we will always ensure that we have a clear understanding of your situation prior to making any recommendations.