https://www.blumbergadvisors.com/our-team daily 0.75 2021-05-25 https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621623445111-8DKZQCBRSWBMPPT4XCWI/IMG_5553+4.JPG Our Team Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621622899243-HKV3FHS1OA5MJ7VD70LY/IMG_0039+2.JPG Our Team GABI BLUMBERG Gabi is responsible for Blumberg Advisors’ ESG strategy. She is an impact investment professional with 15 years of experience across London and New York. Most recently she served as Managing Director of Products at JUST Capital, a research firm that tracks the behavior of the nation's largest companies across ESG issues. In this role she was responsible for translating research into tools for investors, consumers and corporations. Prior to this she held roles at several impact investing firms, including the CREO Syndicate (a network of qualified family offices, private investors and advisors focused on investing for positive environmental impact) and Investing for Good (an impact investment intermediary focused on mobilizing institutional capital into impact investments). Gabi began her career in the Global Markets division at Deutsche Bank NY, where she worked on the Foreign Exchange institutional sales team. Gabi has an MPA from the London School of Economics and a BA in Economics from NYU. https://www.blumbergadvisors.com/home daily 1.0 2021-05-25 https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621959341259-DNIFW2ONAH8VPSJW0N8B/Screen+Shot+2021-05-18+at+2.54.35+PM.png Home Portfolios are balanced and diversified to achieve income, appreciation and capital preservation. https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621958908664-AP1HOQW11T0OHP973MLT/pexels-liza-summer-6347720.jpg Home Take a look at our quarterly newsletter, WHERE WE STAND. From macro to micro and top down to bottom up, a look at where we have come from and where we are going. https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621366580106-PK9D8C7Z0L2FBXGLP5EV/Screen+Shot+2021-05-18+at+3.33.53+PM.png Home Want to get in touch? Discuss your needs and objectives with our team. https://www.blumbergadvisors.com/our-process daily 0.75 2021-05-25 https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621614545330-YQYZNGQ5OL4VDUPXMHEM/Screen+Shot+2021-05-21+at+12.13.16+PM.png Our Process - We know our clients’ individual needs, objectives and risk tolerance. We are patient long term value investors. Our portfolios are balanced and diversified to achieve income, appreciation and capital preservation. Cost minimization and tax efficiency are primary objectives. The process is opportunistic, uncomplicated, thoughtful and disciplined. It begins with an understanding of where we are in the investment cycle, which provides the framework for finding investment value propositions. These are then used to structure investment portfolios that are fully suitable to our clients’ needs. https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621959911073-51WSQWUD2CXJ7HXT7GDK/Screen+Shot+2021-05-21+at+12.14.15+PM.png Our Process At our core, we are value investors. Each investment we make has to provide an acceptable and determinable risk-adjusted return on investment with a medium term horizon in mind. For our discretionary portfolios, asset classes that potentially exceed our required returns, receive a higher weighting in our portfolios than those that don’t meet our standards. If equities provide a higher potential return than bonds, given where we are in the investment cycle, our allocation to equities will be higher and vice-versa. Our systematic model fuses tried and tested asset allocation with periodic rebalancing and an ESG overlay to achieve long term returns. https://www.blumbergadvisors.com/where-we-stand daily 0.75 2026-04-02 https://www.blumbergadvisors.com/services daily 0.75 2021-05-25 https://images.squarespace-cdn.com/content/v1/60a3e28570fb4f540f7621ba/1621615150495-F53TL7OMMUGZ8NMN14CJ/Picture3.png Services - I. PERSONALIZED INVESTMENT AND PORTFOLIO ADVICE. Customized portfolios designed to meet the individual needs and objectives of our clients. II. MANAGED PORTFOLIO PROGRAM A discretionary program which aims to maximize risk-adjusted returns based on the individual client’s profile. A systematic program of tried and tested portfolio allocation with an ESG overlay. This is our Core-ESG program. Learn more HERE. The custodian for clients assets is Charles Schwab & Co. Opening accounts, depositing and withdrawing funds and terminating the advisory relationship is done with ease. There are no restrictions. Our fees are at the lower end of industry norms. We follow the fiduciary model: and therefore do not earn brokerage commissions or performance fees. https://www.blumbergadvisors.com/contact-us daily 0.75 2021-05-25 https://www.blumbergadvisors.com/home-1 daily 0.75 2025-06-10