Low Cost Funds and Low, Low Fees
Investors spend too much time and money trying to “beat the market”. Human nature is inherently optimistic and the Wall Street marketing machine produces a steady stream of success stories that are designed to separate investors from their money.
Every year the story repeats: more than 80% of active managers fail to beat their passively index benchmarks. See the data for yourself on our SPIVA page. If you are tired of the Wall Street charade then we have a solution: plan carefully, invest passively and cut fees to the bone!
IndexVision offers diversified portfolios of low-cost index funds and low-cost ETFs, typically from Dimensional Fund Advisors (DFA) and The Vanguard Group. Investing with IndexVision is as easy as 1, 2, 3:
- Know your risk tolerance
- Speak with an experienced advisor
- Invest, Monitor and relax