SHEARWATER CAPITAL

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Investors have been increasingly concerned about inflation recently, and with good cause. In...

When Shearwater Capital was founded in 1999, most financial advisors were recommending actively managed funds with exorbitant annual...

As a fee-only, independent investment advisory firm, we are free to choose any available investment option for our clients. For the past...

As an investor, you can choose between active and passive investment management. Active management is an attempt to beat the market...