Read more about the scorecard in the notes section below. The scorecard is released twice per year and tracks the consistency of top active mutual fund performers over time. We recommend viewing the persistence scorecards released by S&P Dow Jones Indices. passive management, the results are far from clear on active management’s ability to consistently outperform passive management. Active style investing requires a belief that markets are inherently inefficient and that they can be systematically beaten on a consistent basis for excessive profits. This notion runs contrary to that of purely active investing, where the investor seeks to take advantage of perceived market inefficiencies. Once we accept that the markets drive information into prices efficiently, then we can be free to focus on other areas where we can add value. They believe in the power of markets to be informationally efficient. Our firm utilizes Dimensional Fund Advisors mutual funds in an effort to gain an edge over the competition.ĭimensional Fund Advisors believes in implementing academic finance research into the investing space. Our allocation advisory services are designed to offer distinct advantages to provide a competitive edge, such as:ġ. Contact us at for details on larger investments. We have breakpoints for larger asset amounts. We charge a 0.90% fee for the first $250,000 in assets under management. With a Folio Client account through CWS, we provide a low cost brokerage solution and access to top quality market research (powered by quote media) to help you stay on top of your investments with us! They are a leading investment solutions and financial technology company that provides an integrated brokerage and custodial platform. Folio Institutional® is a division of Folio fn, Investments, Inc. Our firm has partnered with Folio Institutional® to provide allocation advisory services focused on fundamentally sound investing for the long-term.
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