Engage Us to Manage Your Investments
Professionally Managed Accounts Can Generate 3% to 4% Higher Returns Per Year
Vanguard’s whitepaper “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha” concluded that wealth management best practices can add up to, or even exceed 3% in net returns per year.
Russell Investments’s whitepaper “Value of an Advisor” concluded that the value of an advisor is approximately 5% per year.
Professionally Managed Accounts Can Generate 75% Higher Values Over 20 Years
Applying Vanguard’s whitepaper conclusion of 3% per year generates a 75% higher account value over 20 years.
Top 5 Reasons Skloff Financial Group Should Manage Your Investments
1. You are busy focused on your family and job.
2. You want comfort that your goals will be met.
3. You want customized portfolio management.
4. You want a dedicated Financial Advisor you can speak with.
5. You want your investments managed by experts.
Questions for Investors
Who’s managing your investments?
Who’s determining your risk level and return objective?
Who’s assuring your portfolio is well diversified?
Who’s assuring your investments will allow you to meet your goals?
