Be An Investor, not a speculator.
What would life be like if you weren’t worrying about what your money was invested in?
What if every dollar you owned worked as hard as you do?
Consider this. From 1987-2016, the stock market had a return of 10.16%. The average stock fund investor only saw a return of 3.98% during that same time period.1 Why would that be?
We believe that this is the Investor Behavior Penalty. What’s that? It’s most easily explained this way: most people don’t know what they own and why they own it in terms of financial assets, so they make decisions out of emotion and fear instead of from a clear, long-term strategy.
We work to help our clients avoid the Investor Behavior Penalty. Our uniquely custom investment approach is designed for meaningful impact, today and for the long-term.
Just imagine the possibilities if you could close the gap, even a little, between the historical stock market return and the historical average investor return. Think about the opportunities that could bring to your life.
IN YOUR INVESTMENTS, DO YOU KNOW WHAT YOU OWN AND WHY YOU OWN IT?
Best Fit For Those Who:
- Want to lean on a firm understanding of portfolio strategy during market volatility
- Strive to make logic-based investment decisions
- Desire to avoid the Investor Behavior Penalty
Investment Management Includes:
- Portfolio Design & Oversight
- Research on Holdings
- Portfolio Rebalancing
- Access to Investment Team
- Quarterly Updates
- Portfolio Annual Reviews
- Guidance for Long-term Investing