The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.
Professional Management. Numerous studies indicate that a professionally managed portfolio tends to outperform the majority of individuals who select their own investments.
Evidence-Based. Academic research and decades of returns data prove the market is very difficult to beat. We believe an evidence-based (passive) investment methodology is prudent. Learn more below:
Costs Matter. Lower investment and administrative expenses mean more return to be kept by investors. Learn more below: