A Better Way to Grow Your Assets
Based on your investment profile, current assets and goals we creat a unique Diversified Asset Class Allocation (DACA) invested across up to 15 asset classes specifically tailored to fit your lifestyle.
Once we create your DACA we invest directly in the stocks or ETF's that best represent each of the asset classes in your portfolio to reduce costs.
This investment process maximizes the asset class diversification of your portfolio to provide the best porbability of higher long-term gains with less risk.
|
DACA's* |
April |
Year-to-Date* |
Total Since Inception* |
Annual Since Inception* |
|
Conservative |
3.99% |
-2.12% |
125.52% |
8.03% |
|
Moderate-Conservative |
7.37% |
-1.51% |
118.08% |
7.69% |
|
Moderate |
8.32% |
-0.72% |
104.47% |
7.06% |
|
Moderate-Aggressive |
10.37% |
0.28% |
96.16% |
6.65% |
|
Aggressive |
10.46% |
0.70% |
87.24% |
6.19% |
|
Benchmarks |
April |
Year-to-Date* |
Total Since Inception* |
Annual Since Inception* |
|
S&P |
9.56% |
-2.52% |
-15.18% |
-1.62% |
|
Dow |
7.56% |
-5.90% |
10.99% |
1.03% |
|
NASDAQ |
12.37% |
8.20% |
-22.19% |
-2.46% |
|
Russell 2000 |
15.33% |
-1.81% |
31.73% |
2.71% |
|
MSCI EAFE (International) |
12.27% |
-4.17% |
-15.61% |
-1.67% |
IMYERS is a fee-only investment advisory firm focused on our fiduciary duty to clients.
Through Diversified Asset Class Allocation (DACA) strategies we create robust investment portfolio for our client's while maintaining our duty to act prudently in their best interests.
Acting in the best interest of our client's requires that we know your goals, create a portfolio to meet those goals and control your costs.
To meet these requirements every client participates in our investment process, both individual investors and 401k plan participants.
We start the process gathering information from each client to determine their investment profile. This profile consists of their goals, needs, and risks. The process culminates in the creation of a unique Diversified Asset Class Allocation (DACA) for every client.
We do this while avoiding any investment product with the potential to create a conflict of interest due to "hidden fees". This allows us to control and fully disclose to our clients their investment cost.
The combination of DACA investing and controlling costs provides our client's with the highest probability of success in reaching their desired return goals with the least amount of risk.