Building a portfolio for growth
0.5% – 1% annual fee (50 – 100 basis points)
Seek higher returns by focusing on controllable factors (such as expenses, portfolio rebalancing, dollar cost averaging and tax efficiency). When it comes to investing, we do not attempt to time the market. When plausible, we select passive, index based ETFs and mutual funds to build low-cost, diversified portfolios.
◊ Exchange traded funds (ETFs)
◊ Mutual funds
◊ Individual stocks
◊ Vanguard funds
◊ Dimensional Fund Advisors