Our investment approach
Our investment approach is simple, effective, and minimizes losses resulting from high management fees and internal fund expenses.
Passive Management
We believe in Modern Portfolio Theory and that the market is inherently efficient. We aim to absorb the market, not beat it.
Low Expenses
We utilize ETFs and Index Funds to lower the internal costs of our clients' portfolios. Active management funds may be integrated per client request.
Behavioral Coaching
Allowing emotions to drive investment decisions is not an issue of irrationality, but of being human. We remove emotion from the equation.
Specialty Investing
ESG | Tax-Aware | Direct Indexing
Plandeavor's AUM Fee
- 0.70% Annually -
1. Define Purpose & Risk Parameters
2. Construct Portfolio to Meet Client Needs
3. Monitor Portfolio (Ongoing)
4. Rebalance &/or Adjust (Ongoing)
