We utilize Structured and Index Investing strategies based on Nobel Prize-winning economic theories.The result is a disciplined process designed to capture the benefits of asset-class investing with less volatility and the potential for greater return.
Most do-it-yourself investors make mistakes which cost them a lot of money over time. Many “advisors” are actually conflicted brokers incentivized to sell you high fee products. Some have good intentions, but still use mutual funds inefficiently. We are completely independent and entirely focused on our clients.
Why do you recommend pre-contructed, risk analyzed, diversified ETF & Asset Class portfolios for everyone?
It states that returns are best maximized for any level of risk through the optimal mix of asset classes, not through security or individual stock selection. Therefore the ETF or Asset Class that best represents your personal risk tolerance is the best ETF for everyone. Fundamental to MPT is the belief that expected returns are optimized by choosing the right mix of asset classes for each individual, not by personalizing the choice of ETFs.
“I have helped many people understand the importance of planning for retirement and would like to help you also. I encourage you to take advantage of this complimentary offer which will give you a glimpse into your financial future. Together, we will develop a customized plan to help you navigate through today’s economic environment.” — Michael Stokes