Our Process - Efficiently Adding Value
Many investors – even those who realize the ongoing search for the best active fund managers can be harmful in the long run – still think of indexing as simply buying an S&P 500 large cap index fund, and nothing more.
Today so much more is possible and available through our services at IndexEdge. Using the following disciplined approach to long-term investing, we build properly diversified, low-cost portfolios with varying investment objectives – from conservative to very aggressive, depending on the specific needs of the client:
- Determine Client Objectives and Portfolio Parameters
- Comprehensive, Strategic Asset Class Diversification
| -
Large Stocks |
| - REITS |
| -
Small Stocks |
|
- Corporate Bonds |
| -
Value |
|
- Short-term Treasuries |
| -
Growth |
|
- Intermediate Treasuries |
| - International |
|
- Long-term Treasuries |
| - Emerging Markets |
|
- TIPS |
- Structure Analysis by Asset Class
-Exchange-Traded Funds (ETFs)
-Index Funds
- Index Benchmark Analysis
-Russell Indices
-S&P Indices
-Wilshire Indices
-MSCI
Indices
- Ongoing Portfolio Management
-Disciplined Rebalancing
-Tax Management Strategies
-Strategic Adjustments
Our Guiding Principles
- Fiduciary Responsibility to Clients
-Best interests of clients come first
-No hidden fees
- Disciplined, Institutional Approach to Portfolio Management
Our Fees
| Portfolio Assets |
|
Annual Fee |
| ≤ $1 million |
|
0.50% of assets |
| > $1 million |
|
0.45% of assets |
| > $3 million |
|
0.40% of assets |
| > $5 million |
|
0.35% of assets |
*
Our minimum account size is $200,000.
In addition to the fee schedule detailed above, clients will incur two additional costs: (1) the internal fees of the index structures held in the portfolio (an average cost of approximately 0.10% − 0.25% per year) and (2) the discount transaction costs paid directly to the account custodian for the trading activity we execute in your account – neither of which does IndexEdge receive any part thereof.
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