The approach to investing is based on Nobel Prize winning financial, economic & academic theory. Contributions have come from renowned professors in portfolio & economics from the likes of Harvard, Stanford, University of Chicago and Wharton.
The concepts developed and proven by the best and brightest economic and academic minds have created the intellectual framework with which money managers evaluate the risks and rewards of their investments. We refer to results of these brilliant individuals as Free Market Investing.
Free Market Portfolios are limited to an exclusive group of Fee-Only and Fee-Based Investor Coaches across the nation- leaving commissioned “financial planners” and their clients merely wishing. Here are 5 key points to understand about our portfolios.
1- Free Market Investing is based on a sound investment philosophy backed by many academics. The goal of Free Market Investing is to increase investment returns without increasing risk, or to reduce risk without sacrificing returns. Free Market Investing emphasizes high book-to-market stocks and small cap stocks, an investment strategy based on the three- factor model developed at the University of Chicago by Eugene Fama and Kenneth French.
2- Free Market Investing uses worldwide asset class diversification. Free Market Investing utilizes asset class funds such as: international high book-to-market stocks, emerging countries’ stocks, international small stocks, and global fixed-income securities. The asset classes chosen are based on low correlation to each other so that they are less likely to move in tandem. This strategy provides better diversification as asset classes move in opposite cycles with the objective that losses in one asset class may be offset with simultaneous gains in other asset classes.
3- Free Market Investing can reduce the costs of investing. The portfolio is rebalanced on a quarterly basis so that the target asset allocations are consistently maintained. Free Market Investing uses no-load institutional mutual funds with low costs, low turnover, and low redemptions relative to consumer mutual funds. There are no commissions so there are no incentives to trade. Low fund management fees, low trading costs and low turnover mean low expenses, and low bid/ask spread costs within the mutual funds being used for clients’ portfolios.
4- Free Market Investing can simplify the investment experience. Diversification across markets aims to eliminate concerns over economic events. A consistent investment strategy eliminates the need to constantly change investment strategies. These portfolios satisfy the very strict fiduciary standards imposed by law on trustees, officers, and directors.
See if you have been told the truth about your current investment program. Call our office today 1-877-526-8727 and request your FREE copy of our Investor Awareness Guide and our Seven Deadly Investor Traps audio CD.
If the material makes a connection with you, the second step is to call our office and schedule your complimentary 45 minute investment coaching conversation. This conversation will give you a chance to learn more about us and give us a chance to help you achieve greater clarity about what you hope to achieve. Call us today to see how we can make you a more confident investor!