“In the February 1, 2009 issue of Economics & Portfolio Strategy Newsletter, Mark Kritzman reports the findings of his study showing that, after fees, the vast majority of actively managed mutual funds (and even hedge funds) fail to outperform benchmark indexes. The costs involved in implementing many of those strategies are simply so high that the managers of those funds cannot provide enough outperformance to overcome them and deliver superior returns. Management fees, marketing fees such as 12b-1, commission and transaction costs, incentive fees, and tax considerations significantly reduce investor returns to the point where an investor is almost always better off investing in an asset class based investment rather than a managed strategy.

This information is not surprising. As a wealth advisor for over 21 years, I’ve learned firsthand that the costs of active management, more often than not, are a leading impediment to investing success. I firmly believe in, and practice, Structured Investing for this very reason – to help improve my clients’ returns by reducing their costs of investing.

Our Structured Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. Through both bull and bear markets, our distinctive philosophy has never wavered.

We maintain low management and platform fees. Infrequent rebalancing, in most of our models, along with the utilization of institutional asset class funds lowers tax costs. In uncertain market environments, there are many things that you, as an investor, cannot control. Costs do not have to be one of them.

To learn more about the five step process of Structured Investing, click here.

I invite you to look through the material we present here, and find out how Structured Investing can help you maintain a more sustainable and worry-free investment plan.”

Timothy M. Stasinoulias, RFC

Founder and Managing Director

Aegis Wealth Advisors, LLC

What distinguishes us

Expert advice that achieves optimal results: Learn more about the practices that set us apart. Aegis Wealth Advisors is your trusted source for wealth management, wealth protection, and asset preservation.

What we do

Aegis Wealth Advisors focuses on providing sound financial advice for individuals and for businesses. We take an integrated approach that takes into consideration what is most prudent and beneficial for you.

How we do it

Our philosophy is based on Nobel prize-winning academics, philosophy, and 80+ years of economic data behind Structured Investing.