Wealth Engineering Power Point

Summit Portfolio Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Wealth Engineering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Fraud Protection ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],Emotional and Psychological Distractions ,[object Object],[object Object],[object Object],[object Object],[object Object]

Risk is Not Bad ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Flip a Coin? Academic Research Provides Many Answers

Active vs. Passive ,[object Object],[object Object],[object Object],[object Object]

Efficient Markets Hypothesis Eugene F. Fama, University of Chicago ,[object Object],[object Object],[object Object],[object Object]

Why Passive Management is Superior ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Predictability of Mutual Funds Returns Source: Morningstar (May 2009)

Structure Determines Returns ,[object Object],[object Object],[object Object],[object Object],[object Object],4% Stock Picking and Market Timing

Small and Value “Tilts” Increased Expected Returns Total Stock Market Small Growth High P/B Value Low P/B Large

Fixed Income Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object]

Rebalancing ,[object Object],[object Object],[object Object],[object Object],[object Object]

Dimensional Fund Advisors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Low High ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Safe Assets Risk Assets Expected Returns 2% - 4.5% 12+% Expected Returns Where is Your Portfolio?

Timely Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

7 Steps to a Better Investment Experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Toll Free: 800.683.5800 [email_address] www.SummitPortfolio.com

The Average Investor’s Mutual Fund Return Compared to Indexes 20 Years – 1989 to 2008 Sources: Dalbar QAIB Study 2009, Ibbotson Average Annualized Return 1.87% 5.05% 8.41%

Wealth Engineering Power Point

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