Index (or, Passive) investing is the preference of todays’ intelligent investor. In a 10-year timeframe less than 20% of active managers beat their respective index. Give yourself the greatest chance of success and join the index revolution. Index investing is cheaper, less complicated, and the performance speaks for itself.
Superior PerformanceIndexing has consistently outperformed 70-80% of actively managed funds over the long-run
Less ExpensiveIndex funds are significantly less expensive than actively managed funds
Index Funds are made up of hundreds of companies, giving you a well diversified portfolio.
What Kind of Investor Are You?
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A Little About Our Core Beliefs
You don’t need a full time Financial Adviser, or their full time fees. For most individual investors, paying someone full-time to watch their money is counterproductive.
Index / passive investing is the preferred investment approach for today’s efficient markets. For independent investors, it is by far the best option for your wallet as well as peace of mind.
Diversification is Crucial
As all investors would agree, diversification is an absolute necessity. We believe that ideal diversification is best achieved with Sector Specific Index Funds.
CFPs® are the industry gold standard in Financial Planning. We partner with some of the best to help educate our clients to become better Phantom Investors.
Have Some Questions?
We would love to hear from you. Feel free to either contact us, follow us, or subscribe to our newsletter. If you have financial questions please visit the Hire a CFP® Page and get started for $119/hour.