TEAMS Can Help
You Maximize the Return
on Your Portfolio
Should you have invested all of
your money in an index like the
S&P 500 during the last 80 years?
Maybe. You could have earned
comparable returns with a lower
risk by investing in a variety of
different asset classes. There are
now more than 5,000 different
asset classes that might be best for
We meet with you to suggest
which asset classes you should
combine with the S&P 500 (or
other indices best suited for you)
to maximize return relative to
risk. We will show you a pie chart
of your current portfolio along
with at least two alternatives.
One will have at least the same
expected return with lower risk.
The other will have a comparable
expected risk with a greater