Personaliztion:Index Gurus will generate an asset allocation suited to many customized factors, like goals, time horizon, and risk tolerance.
Professional Software:The investments are selected to maximize the risk for the chosen level of risk. The Efficient Frontier shows the best attainable risk-return trade-off based on certain investment policies and capital market assumptions. For any portfolio of assets there exists an Efficient Frontier, which represents various weighted combinations of the portfolio's assets that yield the maximum possible expected return at any given level of risk.
Investments:Index Gurus specializes in index investments, so you can have a cost-efficient and diversified portfolio.
A recent Standard and Poor's "Index vs Actively Managed Funds Score Card," showed the S&P index funds outperformed 80% of actively managed large cap funds for the first three quarters of 2006, and outperformed 75% of all actively managed funds for the past five years.
Whether you are looking for steady income or growth, Index Gurus can complement your portfolio with preferred shares, real-estate, fixed-income, international investments, emerging markets, and anything else which is in your best interest.
|
Investment Philosophy
