Investment Management
   
If you are like most of our Investment clients, performance may have been your #1 objective when choosing someone to help manage your money. Given the difficulties of the market in the past two years, our clients believe wealth preservation is equally important.
 
Secrets to Successful Investing

TIME

While the S&P 500 Index, representing the largest US stocks has been flat for the last 10 years.  Longer time periods tell a different story.

  Effective 10/31/2010
S&P 500 20 YR AVERAGE ANNUAL RETURN  9.22% 
S&P 500  25 YR AVERAGE ANNUAL RETURN  10.11%

 


DIVERSIFICATION

The market crash in the Fall of 2008 affected all market classes. While we know the S&P 500 was flat the last 10 years, diversification using many different asset classes could have added 5%-10% to your investment returns over the past 10 years.

  Effective 11/30/2010 Returns of the S&P 500 Index and several investments from Dimensional Fund Advisors (DFA)

S&P 500 10 YR AVERAGE ANNUAL RETURN  0.50% 
DFA US LARGE CAP VALUE 10 YR AVERAGE ANNUAL RETURN  5.25% 
DFA US SMALL CAP 10 YR AVERAGE ANNUAL RETURN  10.99% 
DFA EMERGING MARKETS 10 YR AVERAGE ANNUAL RETURN   15.29% 
DFA REAL ESTATE   10 YR AVERAGE ANNUAL RETURN  10.71%
DFA INTERMED GOV BONDS 10 YR AVERAGE ANNUAL RETURN  6.71% 
  

 

INVESTOR BEHAVIOR
 

Investors on their own, tend to buy and sell at the wrong times.  Has this ever happened to you? Let us help you change this equation.  

 

Investor_Behavior
 

Performance data shown represents past performance and is no guarantee of future results.  Current performance may be higher or lower than the performance shown.  The investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.  These are several of DFA’s offerings.  Use this link for complete up to date performance of all DFA funds.  The S&P 500 is a benchmark index with no management fees.  You cannot directly invest in the S&P 500 index, but you can invest in Exchange Traded S&P 500 ,I Shares or Index funds offered to the public, that mirror the S&P index.