One Day in July
As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral error. As fiduciaries on 100% of accounts, we work only for clients. We invest your money using low-fee index funds, and we keep our own fees low. One Day In July Financial Advisors provide investment management services to individuals, institutions, for-profit and non-profit businesses, government entities, pension plans, endowments and foundations. In addition to traditional portfolios we offer environmentally focused portfolios that limit exposure to fossil fuels and carbon emissions.
See our disclosures