Resources

Helpful and informative content from our desk to yours

Check Out Our Blog

Download Our PDF of Success

Educational Videos


Low Cost Investments

Wealth Management believes in passive management. What does that mean? Low cost investments – passive asset funds traditionally have lower operating expenses and transaction costs. Morningstar Director of Mutual Fund Research Russel Kinnel observed: “In every single time period and data point tested, low-cost funds beat high-cost funds.”

Video Transcript


Broad Diversification and Risk Protection

Diversification allows for risk protection. Our investment strategy is based on the principles of the Modern Portfolio Theory (MPT), a Nobel Prize winning model. MPT provides for a passive, long-term buy-and-hold strategy implemented through globally-diversified portfolios. Portfolios are rebalanced to maintain agreed upon asset allocations.

Video Transcript

source: https://www.uchicago.edu/features/nobel_awarded_to_fama_and_hansen