The Elevated Approach to Wealth Management
7258 Wealth Management is an independent investment manager built on the principles that markets are efficient and investors are better off using passive, lower-cost strategies in their portfolios. The firm’s partners have served on investment committees for billion-dollar pensions and endowments, have advised some of America’s wealthiest families, and have published powerful research in leading academic journals. With objectivity, independence, and an innovative approach, 7258 is a powerful advocate for clients and their financial goals.
Why Wall Street Plays the Game of Risk
Many money managers rely on analysts to identify mispriced securities and then attempt to outperform a benchmark. The results of this conventional approach, referred to as active management, can be inconsistent and expensive. Higher fees benefit the managers, but the burden of additional fees and taxes creates meaningful headwinds for clients. Yes, active managers may occasionally deliver exceptional performance, but that performance comes over shorter and more difficult to predict time periods. When the impact of additional taxes and fees are considered, the benefits rarely trickle down to client accounts. The 7258 team has seen the best and worst that Wall Street has to offer and has built the firm not on this hope of outperformance, but on the rationalization of data.
What’s in a Name?
Eric Holt, William Jennings, and Steve Fraser – the founding principals of 7258 Wealth Management – met as faculty members of the United States Air Force Academy (USAFA), where they collaborated to design the Academy’s finance and investments courses. USAFA rests 7,258 feet above sea level and the firm has built its name on these Rocky Mountain foundations. With a broader perspective on asset management, the team lifts the conversation higher.
7258 Wealth Management has partnered with Charles Schwab, Dimensional Fund Advisors (DFA), Parametric and Vanguard for the management of the majority of our client’s assets. Our managers’ performance, low-fees, tax efficiency, and low turnover perfectly complement the elevated principles that benefit our clients’ financial portfolios and their goals.
7 guiding principles
clients come first
Every decision we make is driven by what is best for you.
every dollar matters
We will remain vigilant on every cost our clients bear and every dollar we oversee.
invest with conviction
We will only deliver low cost, more tax-efficient portfolios.
respect the evidence
We use a rigorous academic foundation to construct evidence-based solutions.
invest with you
We commit to the same funds/portfolios as our clients.
Provide you an exceptional experience
We will be there for you whenever and however you need us.
Performance is reported net of all fees.