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Indexing Is Not EnoughSometimes when a sophisticated investor first learns about Wealth Advisor Group’s adherence to Modern Portfolio Theory and asset class investing, they will immediately exclaim, “You must be ‘Indexers’”. Translated, that means they think WAG uses all index mutual funds to build our clients’ portfolios. They are wrong. In fact, we are currently using only three index-based fund vehicles to represent three of the 15 specific asset classes our clients can hold in their portfolios. All the other passively managed asset class investment vehicles we use are designed to actually out-perform their index fund counterparts. That is one of the many secrets to our success.You might think that most investors not fortunate enough to have WAG as their advisor would be well counseled to use an index fund approach, as this method has often times out-performed actively managed portfolios. After all, investment legends Peter Lynch (former manager o...
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