Investing for Doctors

When it comes to investments, many managers attempt to beat the market, despite strong evidence suggesting that few of these managers are successful. We think the better approach would be to match market returns, which is accomplished with the use of passively managed funds. Our job is to help manage your family’s risk and manage the factors over which we have some control: costs and tax optimization.

To assist in the investment process, our advisors work with you to develop your personal investment policy statement. This policy statement serves as the road map to ensure your investment issues are being properly addressed. It establishes clear goals, expectations, and becomes an anchor in turbulent times.

2nd Quarter Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.

This information is provided for educational purposes only and should not be considered investment advice or a solicitation to buy or sell securities. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Asset allocations and the hypothetical index portfolio returns are for illustrative purposes only and do not represent actual performance.

Investment Resources

Investing for Physicians

While no one can reliably predict the future, the past may offer perspective on recent market events and the long-term benefits of equity investing. This chart shows the historical distribution of the US market…  Continue Reading

Physicians Wealth Management | Investment Options

Though investment options are virtually unlimited, we have seen physicians successfully use these four types…  Continue Reading