Amended 1099′s
Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Our Investment Portfolio Solutions
Our investment portfolios are implemented with lower costs, lower trading fees, more efficiently and with broader diversification using DFA passive investments and ETF’s.
All you want is an investment portfolio that works, we understand that. We also know that as your financial advisor we must add value to your investment planning. So we focus on the things that really matter to you and your financial goals.
Our Investment Portfolios:
- Ultra Low Fees And Expenses. Keeping your investment portfolio fees and expenses ultra low is critical to your investment performance. The average mutual fund expense ratio is about 1.25%. Our average client portfolio costs less than .40%, about 1/3 of the average. The lower we keep your investment fees and expenses the easier it is to increase your overall investment returns. Every dollar counts, and throwing away money through high cost, big commission, inefficient investments is simply foolish.
- Institutional Quality Investments. Since we never accept any commissions, perks or other benefits from insurance or investment companies, we’re free to recommend only the best investments for your financial and investment plan. The vast majority of our investments are available only to institutional investors (such as large pension plans and non-profit organizations).
- Pass Stringent Tests Each Quarter. Our mutual funds and ETF’s pass stringent tests, the very same tests endorsed by Fi360 – the Center For Global Fiduciary Excellence. We don’t just find investments on the cover of Money Magazine or by ridiculous star ratings, we scrub the universe of over 20,000 mutual funds and ETF’s to find the best investment solutions for your situation.
No single financial advisor or investment manager has a corner on all the best investments. There are many investment solutions which will help you achieve your financial goals. What we can promise you is that we’ll work hard to make sure your investment portfolio will always be low cost, highly diversified and rank well amongst their peer groups.
