THE TOP FIVE REASONS WHY PEOPLE INVEST WITH US:
Our Free Market Investing is based on a sound investment philosophy of 50+ years with Nobel Prize academics. We apply this philosophy in our attempt to increase investment returns without increasing risk, or to reduce risk without sacrificing returns.
Our Free Market Investing uses worldwide asset class diversification. We utilize asset class funds such as: international high book-to-market stocks, emerging countries’ stocks, international small stocks, and global fixed-income securities. We choose asset classes based on low correlation to each other so that they are less likely to move in tandem. This strategy provides better diversificationas asset classes move in opposite cycles with the objective that losses in one asset class may be offset with simultaneous gains in other asset classes.
Our Free Market Investing can reduce the costs of investing. The portfolio is rebalanced on a quarterly basis so that the target asset allocations are consistently maintained. We use no-load institutional mutual funds with low costs, low turnover, and low redemptions relative to consumer mutual funds. There are no commissions so there are no incentives to trade.Low fund management fees, low trading costs and low turnover mean low expenses, and low bid/ask spread costs within the mutual funds we use for clients’ portfolios. Accounts under our management will be subject to fees and custodial charges..
Our Asset Allocation offers superior education and reports. We offer ongoing updates designed to provide education and reinforcement relative to investing. Clear, easy to understand reports explain exactly what you have and show the asset allocation of your total portfolio.
Our Free Market Investing can simplify the investment experience. There is no need to constantly watch investments because you are always fully invested. Diversification across markets aims to eliminate concerns over economic events. A consistent investment strategy eliminates the need to constantly change investment strategies.