Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL
Listening & Learning
Investment Management
Our investment management services bring the best ideas from the world of academic finance to physicians and their families. We begin by listening carefully to understand your financial situation. What are your priorities and concerns? What milestones lie ahead for your family? Where do you see yourself in five, ten or twenty years? With this foundation, we design a disciplined strategy to grow and protect your assets in alignment with your goals and aspirations.
Your portfolio is constructed with a careful mix of mutual funds, exchange-traded funds (ETFs), and, when appropriate, individual securities. We coordinate across taxable and tax-deferred accounts to achieve the right balance of diversification, growth potential, and tax efficiency. Tax-minimization strategies are integrated to reduce unnecessary liabilities, preserving more of what you earn.
We review your portfolio regularly, adjusting the asset allocation at least annually to ensure proper balance and responsiveness to your evolving goals. The result is an investment plan designed to provide long-term financial stability for you and your family.