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The ENHANCERSM Detail Page
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The ENHANCERSM Detail Page
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The ENHANCERSM — designed to enhance the overall performance of your portfolio and allow you to achieve your dreams sooner. It combines access to a virtually unlimited number of investment options, sophisticated selection of investments based on performance ranking and active monitoring on an ongoing basis. In a world where every advisor talks about the benefits of diversification, there are three factors designed to allow The ENHANCERSM to stand out in a crowd:
Broad Investment Options Mean Potentially Higher Returns For YouFirst, to be successful and maximize performance you need to have access to virtually the entire universe of mutual funds. The vast majority of financial advisors only have access to a small slice of this universe. Because we operate on a fee-basis instead of on commission, we aren’t limited to offering only commission-based funds. And we aren’t pressured to push in-house funds or funds with hidden incentives for the broker. In fact, many of the top-performing funds we use aren’t even offered by the major Wall Street firms.We Put You In Investments That Provide Head Of The Class PerformanceMerely spreading your dollars over several investment categories isn’t enough to maximize performance. The second factor to consider is making sure that not only are your assets properly allocated, but that you choose great performers in each category. At Legacy Planning Group, Inc., we use sophisticated software to sift through all the various choices to find those that have consistently been at the head of the class.We Actively Monitor The Investments To Make Sure They Stay That WayThe third factor that should be considered is the ongoing, active monitoring of each investment to make sure it remains a great performer, and replace it should its performance significantly suffer. We know that just because an investment performs well today doesn’t mean it will continue to do so tomorrow. So, at Legacy Planning Group, Inc., we actively monitor and manage your investments.For instance, in the past we used a certain small-cap value mutual fund that had performed extremely well over 1, 3 and 5 year time periods. But then the fund changed management. (Changes in management is just one of many factor we monitor because when a manager changes, historical performance becomes meaningless.) Soon its performance began to decline. We moved our clients out of it, and within a few months after that, the once top-performing fund had lost almost 50% of its value. Our active monitoring saved our clients thousands of dollars. How much could we have saved you? << Back To The ALLOCATORSM | Go To The PRINCIPAL PROTECTORSM >> Back to The Portfolio Guardian™ Main page. |