That’s why we’ve chosen to donate 10% of our revenue to nonprofits doing vital work.
Open, fund, and check your portfolio anytime.
Take a quick survey about your values. Your answers inspire our giving choices.
See how SPG is making a difference. Every grant is recorded and verifiable, by anyone.
This calculator is for illustrative purposes only and doesn't predict future results. It uses hypothetical inputs to demonstrate how the calculations work, not to indicate what will happen in real life.
Our YouTube Channel publishes free, high-quality financial education designed to give you confidence in your decisions, clarity in your goals, and peace of mind for your future.
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For clients with more complex needs, we offer dedicated services that help you protect, grow, and transfer wealth, built around your goals and the real world tradeoffs that come with investing.
Our portfolios are built using long-term market research, historical evidence, and disciplined construction. We don’t rely on headlines or arbitrary predictions. Instead, we focus on what’s proven to work over time, giving you a strategy rooted in data rather than guesswork.
We apply Modern Portfolio Theory to strategically diversify your investments across multiple asset classes. This disciplined approach helps us align your portfolio’s target growth with the exact level of risk you’re comfortable taking.
We diversify your portfolio globally right from the start. This helps broaden your opportunities and reduces your reliance on any single region or market.
We’ll tailor your portfolio to your goals, your timeline, and your comfort with risk.
When it isn’t practical to own individual investments directly, we’ll use efficient tools like direct indexing and exchange traded funds.
For your taxable accounts, we’ll use tax-sensitive strategies like careful asset location, municipal bonds when they make sense, and regular tax-loss harvesting. These steps are aimed at improving your after-tax outcomes over time.
We rebalance based on actual portfolio drift, not arbitrary dates on the calendar. By relying on strict quantitative thresholds, we’re making adjustments automatically when the math demands it instead of hoping our timing is right.
As a registered investment adviser, SPG acts as your fiduciary. That means we’re legally obligated to put your interests first.
Your assets are held at an independent custodian. This helps reduce conflicts of interest by separating where your money is kept from who manages your portfolio.
Your money should be ready when you are. That’s why our core portfolios avoid illiquid investments, helping keep your funds accessible and in your control.
