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Round Table Investment Strategies is fee-only investment advisor firm held to a fiduciary standard.

Strategic Financial Planning

Our process starts with getting to know you.

Your background, life goals, and financial circumstances are unique, and your financial plan should be uniquely tailored to match. Our goal is to act like the quarterback for your finances, pulling the various elements of your financial life into a coordinated whole.

You have worked hard to build your wealth. We can help you devise a plan to put it to work.

A holistic approach to disciplines like investing, tax management, budgeting, cash management, retirement planning, charitable giving strategies, and estate planning can amplify the benefits that you, your loved ones, and the causes you hold dear derive from your wealth. To assist in the development of a holistic financial plan, we have developed a web-based software system around Round Table’s proprietary “Keep It Simple Financial Plan” methodology. Learn more about the KIS Plan technology here.

We find the balance between “Help me understand” and “Just take care of it for me”

We love to help expedite your personal education in the complexities of personal finance, but it is also our pleasure to take the legwork of managing your wealth off your hands. We seek to work with you in whatever way best enables you to focus on what matters to you.

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Investment Management

A portfolio crafted to serve your financial plan.

Decisions like what kinds of investments to make and how much risk to take should not exist in isolation. Rather, your goals and aspirations, your income needs, the flexibility of your circumstances, and the expected timing of various life events (retirement, kids’ college, major purchases, etc.) are some of the important variables we strive to understand and integrate into our portfolio construction process. Round Table’s sophisticated “Layer Cake” retirement income and investment model exemplifies this philosophy.

Risk and return are related, but not all risks are worth taking.

We use the science of capital markets to eliminate unrewarded risks through broad diversification and the intelligent combination of various asset classes. Concepts from fields like lifecycle finance yield insights into which kinds of investments are appropriate to the pursuit of your distinct goals.

We take a selective and measured approach to pursuing drivers of investment returns.

We utilize investment products from asset management firms that have both specialized expertise and connections to leading minds in the financial industry and academia.

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Recent Articles

"Cathie Wood's Prediction at the Halfway Mark" on Advisor Perspectives

"Cathie Wood's Prediction at the Halfway Mark" on Advisor Perspectives

It's tempting to say "the image says it all." But there's a whole Advisor Perspectives article because there are more insights to be gleaned from this example.
On Retirement Income, Part 8: Get Real Income by Getting TIPSy

On Retirement Income, Part 8: Get Real Income by Getting TIPSy

Well, it has been a while, but our fictional friends Bob and Fred are finally getting some attention again. We're pulling their financial plan out of stasis to illustrate how we can (A) build an inflation-protected income bridge from retirement to age 70, enabling someone to maximize benefits by delaying…
"LifeX Funds Answer the Call" on Advisor Perspectives

"LifeX Funds Answer the Call" on Advisor Perspectives

Lifetime inflation-protected income (up to age 100) from a mutual fund!
“TD-to-Schwab Tax 'Gotcha' Coming in January” on Advisor Perspectives

“TD-to-Schwab Tax 'Gotcha' Coming in January” on Advisor Perspectives

Advisors who set up recurring withdrawals at TD need to beware. With the transition to Schwab, those scheduled January withdrawals may take effect in December instead.
“Long-Horizon Investing, Part 5: Real-Life Applications Pre-Retirement” on Advisor Perspectives

“Long-Horizon Investing, Part 5: Real-Life Applications Pre-Retirement” on Advisor Perspectives

The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
“Long-Horizon Investing, Part 4: Real-Life Applications in Retirement” on Advisor Perspectives

“Long-Horizon Investing, Part 4: Real-Life Applications in Retirement” on Advisor Perspectives

In Part 4, we get practical, demonstrating how discoveries from previous articles can be applied to a goals-based investment approach in retirement.