The Top 5 Reasons To Let Us Help You With Your Investing

1-     We focus on reducing the costs of investing. For example our portfolios are rebalanced on a quarterly basis so that the target asset allocations are consistently maintained.  Free Market Investing uses no-load institutional mutual funds with low costs, low turnover, and low redemptions relative to consumer mutual funds.  There are no commissions so there are no incentives to trade.  Low fund management fees, low trading costs and low turnover mean low expenses, and low bid/ask spread costs within the clients’ portfolios.

2-    We use worldwide asset class diversification. Free Market Investing utilizes asset classes such as: international high book-to-market stocks, emerging countries’ stocks, international small stocks, and global fixed-income securities.  Use asset classes based on low correlation to each other so that they are less likely to move in tandem.  This strategy provides better diversification as asset classes move in opposite cycles with the objective that losses in one asset class may be offset with simultaneous gains in other asset classes.

3-    We use a sound investment philosophy backed by many academics. (Click on the academics tab to learn more about the academics) Free Market Investing is based on applying Nobel Prize-winning economic research.  Free Market Investing emphasizes high book-to-market stocks and small cap stocks, an investment strategy based on the three- factor model developed at the University of Chicago by Eugene Fama and Kenneth French.

4-    We provide continuing education. We offer superior education and reports.  We offer a monthly video, newsletter, and podcast designed to provide ongoing education and reinforcement relative to free market investing.  The www.mymatrix.cc website provides real-time access to your portfolio.  Clear, easy to understand reports explain exactly what you have and show the asset allocation of your total portfolio.  In addition we do regular investor education workshops.

5-    We keep it simple. Free Market Investing can simplify the investment experience.  There is no need to constantly watch investments because you are always fully invested.  Diversification across markets aims to eliminate concerns over economic events.  A consistent investment strategy eliminates the need to constantly change investment strategies.

Best Regards,
Mark Lund
The Investor Coach[/private][/private]