“Investing is simple, but it’s not easy.”
John Bogle, Wall Street Legend.
Many people think that investing is about finding the highest return. But no one knows which specific investment today will generate the best returns tomorrow, and investments that promise high returns always bear significant risk of loss. The good news is that successful investing is really much simpler than that. Studies show that over the long term, investing in a portfolio of diversified investments generates a positive return. By reducing unnecessary costs, you keep a larger portion of that return.
We help you understand the total cost associated with your investments so that you can make informed choices. By using lower-cost products and negotiating with your financial institutions on your behalf, we can significantly reduce the total cost of investing. By how much? On average, we are able to reduce your total investment expenses by at least 1% per year after our cost.
At the outset, 1% may not seem like very much. But in your investment account, it can represent hundreds of thousands of dollars over your life as an investor.