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We Do: Index Investing.

Index investing is key to our investment philosophy; it truly sets us apart from other investment managers who do not follow this philosophy. There are a lot of reasons we believe in this approach. We think it’s smarter, it has less fees, and it consistently performs better over the long run.

Index Investing

What is an index fund? 

An index fund is a type of mutual fund that attempts to replicate a market benchmark, like the S&P 500. When that benchmark goes up, so should the fund. Buying a portfolio of index funds allows you to own much of the stocks and bonds that make up the market. 

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Download Our Free eBook

A Primer On Index Investing is the perfect guide if you want to explore index funds, compare active versus passive investment philosophies, and learn how to reach your financial goals. 

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Passive vs. Active Investment Management. 

Index funds are considered passive investments, because they seek to capture the return of the entire market. Actively managed funds, on the other hand, try to predict which specific stocks and bonds will outperform the market. This requires more trades, more research, more employees and thus, more fees.

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The evidence powerfully confirms that, at least in the mutual fund industry, the holy grail doesn’t exist.

-John Bogle

It’s all about the fees.

The average actively managed mutual fund costs seven times more than the average index fund. Over time, all those costs add up and diminish your returns. That’s why academic study after academic study has shown that index funds tend to outperform actively managed funds over the long haul. There are tax implications as well. Since actively managed accounts have more trading activity, if the account is taxable there can be more capital gains to report and pay tax on each year if the account is taxable.

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