fi·du·ci·ar·y [fi-dü-sh-rē] n.
An individual with moral and legal responsibility to act with undivided loyalty to the client. That's the tenet that drives HoganTaylor's Disciplined Investments team. Their job is to provide you with a balanced, impartial perspective with your financial well being as the goal.
Industries
Wealth Management
In these times of economic uncertainty, a well-planned wealth management strategy is more important than ever. By combining the resources of HoganTaylor with Disciplined Investments, we provide an integrated approach to financial and wealth management that incorporates tax planning, traditional investment and financial planning services.
Disciplined Investments, LLC is a registered investment advisor and wholly-owned subsidiary of HoganTaylor LLP. Read Disclosure.
Asset Management
In harmony with efficient markets and the latest academic research, Disciplined Investments avoids the speculative pursuits of investing by attending to the most significant determinants of portfolio returns: costs, tax efficiency, and asset class exposure. This uncommon approach requires discipline to make rational, as opposed to emotional, investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.
Our clients have access to a discriminating institutional fund family which espouses these same tenants. Dimensional Fund Advisors, founded in 1981, is operated by some of the nation’s most highly regarded financial economists. With more than $200 billion under management, Dimensional Fund Advisors is at the forefront of integrating academic research, investment strategies, and investor implementation.
Financial Planning & Consulting Services
Disciplined Investments offers a broad range of services to create comprehensive financial plans designed to meet our clients’ personal financial objectives. Working closely with investment advisors, attorneys and others, we coordinate all aspects of a client’s financial plan. Services and areas of concentration include:
- Budgeting
- Business planning
- Cash flow projections
- Charitable and planned giving strategies
- Debt management
- Estate planning
- College education funding
- Eldercare issues consulting
- Insurance consulting and analysis
- Investment advice and/or education
- Retirement planning
- Tax planning
- Fiduciary services to benefit plans
Professional Fees
Disciplined Investments takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, we operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management.
To maintain our objectivity, Disciplined Investments is compensated directly by the client.
