Our Investment Philosophy
Discover. Plan. Impact.
At MacDonald Wealth Associates we believe in efficient markets, that the market price reflects all relevant and available. Our investment philosophy is rooted in our comprehensive goal-based financial planning. We work with our clients to clearly define short- and long-term goals along with specific risk tolerance as the foundation of our recommendations. Portfolios are designed with a long term and consistent approach that include diversified asset allocations, global market exposures, flexible rebalancing schedules, and tax efficiency strategies.
We utilize a robust tech platform and streamlined asset management. Through partnership Dimensional Fund Advisors and TD Ameritrade, we leverage our collective expertise to build portfolios that align with our clients' risk tolerance and established goals. Our platform is built with you in mind and we have partnered with powerhouses in the financial services industry to provide a better investment experience.