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 educate women through a supportive community to give them the confidence they need to achieve long-term financial success, and also provide smart investment management that ultra-wealthy families have used for decades.

Investment Management

We provide smart investment management that ultra-wealthy families have used for decades. 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

Investment Education

The heart of our company is our PowerHouse gatherings, where we educate women through a supportive community to give them the confidence they need to achieve long-term financial success. What is different is how the information is presented to women: speaking with them, not at them. And also where it is presented: at intimate PowerHouse gatherings, held in the comfort of a friend’s home. In these two-hour gatherings, we clearly and simply teach the Five Essentials™ of investing, giving women a solid grounding in the key investment fundamentals used on Wall Street. This gained knowledge results in confidence –– all a part of the PowerHouse formula, and one that allows our clients to build better, richer lives by taking control of their personal financial futures.

powerhouseassets • 60 thoreau street, concord, massachusetts 01742 • 1-800-830-6915 • info@powerhouseassets.com