OUR PHILOSOPHY
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    WISDOM
    “…indexing is a …dull, boring way to be a better investor than many of your friends.”
    William F.Sharpe, Nobel Laureate in Economics
     
    OUR INVESTMENT PHILOSOPHY - BENEFITS

    Passively-managed asset class funds enable investors to minimize costs, avoid market-timing penalties, and give clients exposure to the appropriate asset classes given their goals, objectives and risk tolerance. We believe that most actively-managed investment vehicles destroy value by charging high fees and underperforming their respective benchmarks.

    Why it matters:
    Fees, taxes, and underperformance can have a meaningful impact on the ultimate value of your portfolio. The charts below illustrate how a hypothetical gross return can be eroded by various factors, including high costs, taxes, and market-timing penalties. Our goal is to maximize the risk-adjusted returns for clients.

    For illustrative purposes only, and is not representative of all active or passive managers.

    Source: "The Relentless Rules of Humble Arithmetic" by John Bogle
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