Can your adviser add 3% to your Portfolio? MAYBE!!!!!

 Is there  value added by a COACH/Adviser to your investment account.  Obviously it can take on a wide variety of issues, a personal relationship, a trusted adviser, and  others..but in this case I am referring to a potential increase in your investment portfolio performance return…

Francis Kinniry Jr. a principal with the Vanguard’s Investment Strategy Group pointed out in “Investment News”  a few examples found in their study, which possibly might add up to 3  percentage points to your Investment Portfolio’s return.

#1  focused on the long term and to continue to make investment might add up 150 points.

#2 proper allocations could add up to another 75 basis points,

#3 lower Pricing could add 45 basis points lower is better and finally

#4 re-balancing could add up to 35 basis points.

Ask yourself..does my current  financial adviser provide these benefits. We at  Compass Financial Strategies proudly do and have for the last 15 years. These benefits have always been part of our core services with special attention to our individual clients needs.

Do you need an INVESTMENT Coach