INVESTING MADE BETTER
PORTFOLIOS CONSTRUCTED USING LONG TERM EVIDENCE BASED RESULTS
How do we differ from most advisors & brokers?
We believe most investors get flawed investment advice. They are encouraged to take bets in their portfolio where the odds are against them over the long term. This stems from the business models of most mutual funds and brokerage firms being based on active management – the ability to time the market and/or pick superior stocks or mutual funds prospectively. There is considerable data over a long period that suggests the odds are against active management adding long term value. Our firm avoids active management strategies that increase expenses and risk. We build broadly diversified, low cost portfolios to capture market returns.
KEY INVESTMENT PRINCIPLES
Focus on long term results
Expect markets to be volatile in the short term. Don't let short term volatility alter your long term strategy.
Individual asset classes may have very different results in any 10 year period. Diversify by asset class to reduce risk.
Keep expense low
Utilize low cost asset class funds or ETF’s.
Phone #: 508 868 8647
Phone #: 508 845 6810
Cell #: 774 275 0365
Phone 508 808 1423