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Portfolio Optimization Can Help You Maximize the Return on Your Portfolio
Index Return
$1 invested in the S&P 500 in 1926 is now worth $2,533

Should you have invested all of your money in an index like the S&P 500 during the last 80 years? Maybe. You could have earned comparable returns with a lower risk by investing in a variety of different asset clases. There are now more than 5,000 different asset classes that might be best for you.

We meet with your asset manager(s) to illustrate which asset classes should be combined with the S&P 500 (or other indices best suited for you) to maximize return relative to risk. We will show you a pie chart of your current portfolio along with at least two alternatives. One will have at least the same expected return with lower risk. The other will have a comparable expected risk with a greater expected return.

Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

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.