INVEST, RELAX, AND STAY BALANCED
The road to recovery for stockaholics and other active investors ends with the recognition that a strategy of buying, holding, and rebalancing a portfolio of index funds is the best way to maximize the expected returns of investments. A financial advisor that speaks riskese and understands how markets work can best design, implement, and maintain a risk-appropriate, tax-managed, and highly efficient portfolio of low-cost index funds. After implementing this prudent investment plan, the only thing left to do is to sit back and relax.
IFA’s risk-calibrated Index Portfolios enable institutional
investors to step off the expensive and emotional roller
coaster of active investing and step up to a more prudent
fiduciary strategy that implements the Nobel-prize winning
research collectively known as Modern Portfolio Theory.
IFA’s Index Portfolios carry 81 years of risk and return
data, style purity and are created according to the economic
theories and the isolated risk factors that have shown to
carry higher returns over time — investing science, not speculation.
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An investment in one of IFA’s risk-appropriate blends of
passively managed index funds will enable fiduciary stewards
to diversify investments across multiple asset classes while
keeping fees, expenses and taxes low.
Annual rebalancing and ongoing education will help maximize
risk-adjusted returns and maintain a consistent exposure
to the risks that carry the highest expected returns at all
risk levels.
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IFA’s Index Portfolios are:
- Low-cost
- Passively managed
- Developed according to the findings of Nobel-Prize winning research
- Based on 81 years of stock market history
- Matched to risk capacity
IFA enables fiduciaries to fulfill their obligation to act with prudence while they Invest and Relax.
Additional Charts and Graph from Step 12