Engage Us to Manage Your Trust
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 Trust
1. You are busy focused on your family and job.
2. You want comfort that your trust’s 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 trust’s investments managed by experts.
Questions for Trustees
Who’s managing your trust’s investments?
Who’s determining your risk level and return objective?
Who’s assuring your trust’s portfolio is well diversified?
Who’s assuring your investments will allow your trust to meet its goals?
Building and Preserving Your Trust Requires Thoughtful Planning
Engage us to design and implement a comprehensive investment strategy aligned with the trust’s risk tolerance and return goals to maximize performance. The trust is managed in accordance with its guidelines and the best interests of the beneficiaries.
We partner with your attorney or refer you to one for required legal documentation.
