OBS FINANCIAL | MARCH 2019 INVESTMENTNEWSLETTER
Vanguard’s research teams believe the enhanced value for a client in an implemented Advisor Alpha model is about a 3% increased annual return. Of course, this difers from client to client depending the makeup of the portfolio, client goals, and time horizon. There are times when your value is greater and some years it may be less; but overall, on average, Vanguard believes this amount is a ... ................
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