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Shelburne Fiduciary Partners, an affiliate of One Day In July, utilizes a team-based approach to provide advisory services to its individual and institutional clients.
Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont.
Costs. Controlling costs is paramount. Lower costs have a material long-term impact on performance.
Passive Approach to Security Selection. Based on extensive research, we do not believe active security selection will consistently beat a simple indexing approach after fees.
Diversification and Liquidity. The ETFs we utilize provide access to hundreds of different stocks across a variety of industries, company types, and geographies. We utilize funds that have asset scale and a high level of average daily trading volume to help ensure liquidity during times of volatility and market stress.
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