“Trust is earned, not given and our team works everyday to earn our client’s trust.”

Introducing Active Share

The active versus passive debate of how to invest has been going on for quite some time. A supporter of passive investing would say that paying for active
management is a losing proposition because active management does not consistently add value over time. Therefore, the passive investor should instead focus
on getting the most efficient (least expensive) exposure to reduce fee drag of the investment. While we have dedicated time and research to this topic alone (see
The Next Chapter in the Active versus Passive Debate), we would like to take a different approach here when discussing “active” management.

Read more…

 

Contact Us