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

TEAMS Can Help You Maximize Your Returns After Fees

Most clients do not count all of the costs related to their asset management. Many money managers charge more than 2% per year.

We have expertise with investing in Exchange Traded Funds (“ETFs”) and similar vehicles with dramatically lower fees. We pass on these fee savings to our clients. The chart below shows the potential savings:

ETF annual management fees may be significantly less than those of most mutual funds. ETF transactions will result in brokerage commissions, but the savings from lower annual fees can help offset these costs. Source: Morningstar, BGI Analysis, November 2013. See http://vfos.com/webdocs/NepsisBGIAnalysis2013.pdf

   
© Tim Voorhees, JD, MBA, 1990-2016