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 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 you.

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 expected return.

© Tim Voorhees, JD, MBA, 1990-2016