For decades, financial advisors have provided value to clients, or alpha. Some investors might turn to them to outperform the market, some might be looking for behavioral guidance and coaching, and some might want a professional that can manage their money better than they would alone.
The Vanguard Advisor’s Alpha concept explains that advisors can add value, or alpha, by providing relationship-oriented services—such as cogent wealth management via financial planning, behavioral coaching, and guidance—as a primary objective of the value proposition.
Rather than merely focus on investment performance, we focus on being a steward for our clients. We’re here to help you understand behavioral finance, learn how to not make rash decisions based on market performance, and view investments objectively rather than emotionally.
We believe implementing the Vanguard Advisor’s Alpha framework offers the opportunity to add net returns in excess of the standard fees charged for advisory services. For more information, view the complete Vanguard Advisor Alpha study to see statistics that prove the value of actively managed funds versus their markets.
*Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Ironwood), will be profitable, or equal any historical performance level(s).