WHAT WE DO
PowerHouse Assets takes the intimidation out of investing. We speak investing, but in terms that are easy to understand. No confusing terminology, no smoke and mirrors. Just the facts, plain and simple.
We provide smart investment management that ultra-wealthy families have used for decades. We educate women through a supportive community to give them the confidence they need to achieve long-term financial success.
Our investment approach is tax efficient and low cost – based on worldwide asset allocation, deep diversification and consistent rebalancing. PowerHouse Assets implements the investment strategy by using exchange traded index funds as well as having access to mutual funds offered by Dimensional Fund Advisors (DFA). DFA funds are not available to retail investors. They are available only to approved Investment Adviser firms, such as PowerHouse Assets. Founder and CEO, Alice Finn, has used this investment approach successfully for her high net worth clients for more than 15 years. And now, PowerHouse Assets brings this intelligent approach to you.