OUR PHILOSOPHY
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    WISDOM
    "It is not easy to get rich in Las Vegas, at Churchill Downs or at the local Merrill Lynch office."
    Paul Samuelson, America's first Nobel Prize winner in Ecomonics
     
    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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