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Portfolio Optimization Can Help You Maximize Returns After Fees
  Most clients do not realize how many fees they pay on their asset management. Typically money managers charge more than 2% per year. After fees, few money managers out-peform the index.
We work with asset managers who understand how to design portfolios with Exchange Traded Funds ("ETFs") and similar vehicles with dramatically lower fees. They 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, 6/01
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.