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Low Cost Funds and Low, Low Fees

Investors spend a lot of time and money trying to “beat the market”. Human nature is inherently optimistic and the Wall Street marketing machine produces nothing but success stories designed to separate investors from their money. Every year the story repeats: more than 75% of active managers fail to beat their passively managed benchmarks. Over the five-year period to 12/31/15, 84.15% of large-cap managers, 76.69% of mid-cap managers, and 90.13% of small-cap managers lagged their respective benchmarks. See the data for yourself on our SPIVA page. If you are tired of the Wall Street charade then we may have a solution: invest passively and cut fees to the bone!

IndexVision provides investors access to diversified portfolios constructed exclusively with low-cost index funds and low-cost ETFs. We frequently employ funds and ETFs from Dimensional Fund Advisors (DFA) and Vanguard. Now, investing with IndexVision is as easy as 1, 2, 3.

1. Know your risk tolerance 2. Speak with an experienced advisor 3. Invest, monitor and relax
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