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Better Returns Through Research

Where the investment advisory industry stops, we begin!
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Better Returns Through Research

 

 

 

(1) Analysis comparing after tax performance of other advisors (or a self-managed, sophisticated investor) to 3 factor Indexing™ based on a globally diversified portfolio with a 60% equity, 40% fixed income allocation. Initial portfolio values assume the following: (a) $750k taxable and $250k IRA with yearly additions of $20k to taxable account and $5k to IRA. (b)Taxes deducted via shares each April, assuming the highest tax bracket for a California investor. 

3 factor Indexing™ has conducted extensive analysis concerning portfolio performance. See “important disclosure” for details and disclaimers regarding our statements concerning performance, and the various assumptions we have made in our analysis.   Past performance is no guarantee of future returns.