Why It Matters
Choosing an investment manager with a solid track record can make the difference between financial success and shortfall.
Compare Outcomes of Our Investment Management vs. Passive Management
The indexing debate isn’t just an academic exercise. You have real goals and financial needs. How can you increase the likelihood of success? Choosing an investment manager that has consistently outpaced the broad market is crucial. The right decision can make a big difference in long-term investment outcomes.
For instance, this chart shows the results of a hypothetical $100,000 investment over 20 years in a blend of relevant indexes compared to equity-focused American Funds. For an investor who contributed $500 a month for 20 years, the American Funds would have provided an ending value $40,043 greater than the index blend. That’s 17% more wealth.