Letter from the President
Growth of $1
Maximize Risk-Adjusted Return
Maximize Return after Taxes
Maximize Returns after Inflation
Maximize Returns after Fees
Maximize Returns after Policy Decisions
Combine Tax and Investment Expertise
Combine Estate and Portfolio Optimization
Model Expected Returns
Monitor Risk vs. Return
See TEAMS Benefits 1-6
See TEAMS Benefits 7-13
See Model Portfolios
Plot Model Portfolio Returns
Begin with Our Process

Begin with Our Process

Our process begins with careful evaluation of your risk tolerance and desired aftertax rates of return on each of your portfolios. We then recommend model portfolios that will integrate with your existing asset holdings. The panels of this brochure depict how our model portfolios have a range of different risk and return characteristics. We can evaluate your current portfolio and then suggest alternatives that have comparable risk with higher after-tax returns or comparable after-tax returns with lower risks.

 

   
© Tim Voorhees, JD, MBA, 1990-2016