Feel free to ask us anything!

Why will my money be invested in index funds? I thought I should be trying to “beat” the stock market when I invest...

Ideally, one would want to “beat” the market. However, actively managed funds, through which management teams try to pick winners and losers, often fall short of market benchmarks, and their high fees can easily offset any gains.

We believe that the best approach to investing is to focus on diversifying your investment portfolio across asset classes, maximizing the returns on your given amount of risk. If this strategy sounds familiar, that’s probably because it’s the basis of Modern Portfolio Theory. In fact, Dr. Harry Markowitz, the Nobel Prize-winning father of Modern Portfolio Theory, is on our advisory board. For more information about our investment methodology, please visit our Invest page.

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