Your Investments Fully Aligned With Your Plan & Values
Wealth management goes far beyond picking holdings. We believe that well managed portfolios serve one purpose: align investments with your financial plan, built on your values.
At Elephant Corner Financial we know that everyone has different goals and values, which is why we start with a financial plan and layer investment and wealth management on top.
We believe in client autonomy, providing support and direction by offering an array of options to meet their goals. Some call it growth, a few preservation, and others values-based investments. Whatever you name it, we call it Your Portfolio.
You've worked hard to save and build wealth. You have values, beliefs, and opinions that matter deeply to you. You want your money working for what matters to you, not against it.
You don't want an investment manager who barely knows you, what you want or value. While you are looking for a positive return, you want to ensure that there is an actual context about your financial life. You want your investments to be connected to your goals, values, cash flow needs, tax situation, life stage, and not live in a vacuum... basically, be part of the plan, the big picture and direction.
At Elephant Corner Financial we get that and because of it our wealth management process is different. We don't believe that one size fits all. Not do we believe that wealth management and investments are the starting point. It's the piece of your financial life puzzle that has to be integrated to paint the full picture.
Before we touch a single investment, we build your comprehensive financial plan. That plan guides us on what your portfolio(s) need to accomplish. Then, and only then, do we begin to build your investment portfolios:
Align with your values - socially responsible, ESG-focused, or however you define impact investing and whether you even want it
Support your plan - risk level, time horizon, liquidity needs
Reduce drag - taxes, fees, emotion-free decision-making
Reviews with context - not just market return but is this still working for your life
That's what we believe is investment and wealth management that serves you.
What Makes Us Different?
Our Beliefs
Planning First, Investing Second
We don't manage portfolios in isolation. Every client starts with a comprehensive, integrated financial plan that covers all aspects of your financial life. Only after that foundation is solid do we design your investment strategy.
Why? Because your portfolio should support your plan, not the other way around. A young professional saving for the future that is decades away is vastly different than a foundation that is looking to preserve their wealth or a retiree living off of their next egg. Taxes play a huge part in all our lives and as that changes investments and savings vehicles should adapt as well. Your debt payoff or large purchase timeline affect what we should hold and where.
Values-Based... or Not
Some people want their wealth to reflect their beliefs, look for socially responsible and ESG-based investments, others don't. We don't judge and believe that everyone should get what they want. For those that want it, we work on making it happen without imposing our own values or beliefs. We build portfolios that fit your wants and needs.
Academic Research, Not Timing
Markets work. Over long periods of time (think decades), no one consistently outsmarts millions of investors worldwide. So, we don't try.
Instead, we build portfolios grounded in academic research, focus on reducing the drag through fees and taxes, ensure global diversification, and low correlation. We ensure they are rebalanced with discipline, not emotion, utilizing rules-based methodologies. Our focus is to control what we can: taxes, fees, behavior, location and allocation.
Our goal is not to beat the market. Rather, it's to build returns that support your plan while you focus on living your life.
Ongoing Partnership, Not a Transaction
Wealth management isn't a one-time thing, nor is a financial plan. Your life changes. Markets shifts. Laws adjust. Goals transform. Your plan evolves. And with it, your investments.
We conduct regular reviews, not just on your investments, but of your entire financial picture. We rebalance when it makes sense and adjust as your circumstances change. We help you stay the course for the long-haul and stay by your side as a thinking partner who knows your whole situation.
No Minimums. Everyone Starts Somewhere.
Everyone starts somewhere and we want to be part of our clients' journey, no matter where they begin with us. You don't need multiple-figure wealth to get serious wealth management. You need to want to start and stay committed to build. We meet you where you are and help you reach your desination.
Our commitment is to offer an all-encompassing support and guidance in an effort to make it simpler for you to achieve both immediate and long-term financial objectives. We are your partner, standing proudly in your corner and supporting you through life's many opportunities and challenges to ensure your financial peace of mind every step of the way.
Our Investment Philosophy
We believe markets work and are overall efficient. Over time, no single person consistently outsmarts the combined knowledge of millions investors worldwide, so we don't try to. Instead, we build portfolios grounded in decades of academic research, leaning on experienced team of professionals who turn this research into disciplined, rules-based structures.
Our focus is to control what we can. That means taking emotion out, paying attention to taxes, being globally diversified, low-cost, and long-term time horizons. We pay attention to asset correlation, balancing different sources of risk and return and utilize tilts whenever it makes sense, with ultimate goal to achieve long-term returns that support your investment goals.
We view our wealth management as an on-going, long-term relationship that is focused well beyond mere investing. This means we conduct regular reviews of not only investments but also the comprehensive financial plan: rules-based rebalancing (when necessary), and regular meetings where we review all aspects of your ever-evolving financial life.
Money is like soap, the more you touch it, the less you have!
Eduardo Repetto, CIO Avantis
©2024-2026 Elephant Corner Financial. All Rights Reserved.