Investment Portfolio|Investment Management|Adding Value

Choosing the Right Advisor

grow my money

How We Add Value as Your Advisor

  • The average operating expense for actively managed mutual funds is about 1.53% per year. Over time, this lowers your overall return. We use low-cost, institutional class funds - less than 0.50% for most diversified strategies.
  • The typical active manager or advisor effects portfolio turnover of 80% or more per year. That costs the average investor nearly 1.0% in annual returns due to brokerage and other transaction costs. Our strategies emphasize turnover costs of less than 0.25% per year.
  • Taxable accounts give up about 50% of their annual returns to taxes due to portfolio turnover and inefficient portfolio management. We utilize funds and strategies that emphasize a high degree of tax efficiency.
  • We meet quarterly with our clients (in person, over the phone or virtually) and provide quarterly performance reporting and discuss the suitability of and progress towards your financial objectives.
  • Our disciplined, long-term approach means you’ll sleep better and get on with your life by ignoring all of the Wall Street hype. Most investment advice seeks to have you transact business - and make money for others.