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

T.E.A.M. Solution™ Benefits

• Customized proposals – When you invest $500,000 or more in the T.E.A.M. Solution, we will develop and maintain a custom Investment Policy Statement for you. In this way, you can comply with the Uniform Prudent Investor Act and minimize legal liability. Management of fiduciary liability is an added benefit of having your tax lawyer work along side your investment professional.

• Investment advice offered in conjunction with legal/tax advice – Our tax advisers can work along with your existing investment professionals. Our goal is to complement your existing advisers by providing tax law, investment analysis, and portfolio illustration expertise that most investment managers do not have.

• Online presentations – We can use state-of-the-art software to aggregate data from all of your portfolios in one highly-secure webbased environment. In this way, you can have 24/7 access to your historical and projected investment return data. You can elect to receive investment statements online and/or in a hard-copy format.

• Training – We will train your existing investment advisers to coordinate your existing investment management systems with ours. Money managers, financial planners, stock brokers and other asset management professionals appreciate how our legal and financial systems complement theirs.

• Low-cost trading platform – We trade through Fidelity, Schwab, and Fiserv. Using these established systems helps us minimize costs and maximize benefits for you.

• Back office support – The three key managers of the T.E.A.M Solution have more than 60 years of combined experience. Six bright, friendly and qualified support staff assist these managers in giving you the best service.

• Investment committee – Our investment committee is headed by Tim Voorhees, JD, MBA. Tim has developed a variety of specialized investment strategies during his 31 years as an investment professional. Tim developed many of the T.E.A.M. Solution concepts while working in a three-person partnership with Roger Ibbotson and Mike Stolte during the early 1990s. Tim is supported by CPAs and other investment professionals who have more than 10 years of investment management expertise. Please email Tim@VisionFunders.com for more information about members of our investment committee.

   
© Tim Voorhees, JD, MBA, 1990-2016