Portfolio Plan & Management Strategy
(written Portfolio Plan & Management Strategy)
The average investor earns 4.2% LESS
than indicators of market performance mainly due to investors "withdrawing from investments at low points and buying at market highs"
according to **Dalbar Inc
. a firm specializing in tracking investor behavior. This gap can have a major impact on an individual’s ability to fund their retirement. The key reason is the lack of a written investment strategy.
Following a disciplined written strategy is critical to your portfolio success. Our clients receive a customized written investment strategy, including risk parameters, investment process and clear disclosure of our tax efficient, fee schedule that aligns a clients’ interests with ours.
**2014 DALBAR QAIB Highlights Futility of Investor Education, April 8, 2014
"If your financial plan is not written & measurable...it's just hope!"