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Over the long-term fees have a simple effect. They cut into your savings.

 

Our reports are very sophisticated.  Ask your advisor to do this kind of analysis and they'd probably quit!  We don't use canned 1,3,5 year performance numbers.  We look at each fund, find its earliest common performance date, and calculate to the current month! 

Our alternative funds are taken from list of funds that statistically behave similar to yours, not some abstract strategy to which they often drift or abuse. Talk is cheap.  If your fund quacks like a duck, to us it's a duck. 

 

We show you the expected behavior of both your current portfolio and low cost alternative.

 

We believe past performance is irrelevant as a predictor.  But since we know everyone is curious we graph it for you.