When prospective clients meet with us to evaluate their portfolio, many investors are unaware if their portfolio is experiencing sub-par performance relevent to the appropriate benchmarks. Here’s what to look for when you’re evaluating your investments’ performance.
Ignorance is bliss. When it comes to investment performance, there’s a ring of truth to this old adage. It’s not difficult to see how active managers – investment professionals who attempt to “beat the market” in search of greater returns – can