Letter from the President
Growth of $1
Maximize Risk-Adjusted Return
Maximize Return after Taxes
Maximize Returns after Inflation
Maximize Returns after Fees
Maximize Returns after Policy Decisions
Combine Tax and Investment Expertise
Combine Estate and Portfolio Optimization
Model Expected Returns
Monitor Risk vs. Return
See TEAMS Benefits 1-6
See TEAMS Benefits 7-13
See Model Portfolios
Plot Model Portfolio Returns
Begin with Our Process

TEAMS Can Help You Maximize Your Returns After Policy Decisions

Studies show that more than 90% of portfolio returns derive from developing and following a good investment policy statement ("IPS"). If you follow your investment policy statement by investing in the S&P 500 and other indexes recommended in your IPS, studies show that you should generate very attractive returns across time. Unfortunately, most money managers under-perform the indexes in the IPS because of bad decisions about moving assets among asset classes, choosing securities, or moving money among securities. Using our Performance Attribution reports, you can see how how much money your managers add or lose by following or not following your investment policy. If you are like the 90% of investors who under-perform the index returns, we can show you solutions!


© Tim Voorhees, JD, MBA, 1990-2016