|
Investment Advisory Services
The mission of the Index Fund Educator (IFE) is educational
and motivational only. In this regard, the Index Fund Educator
provides various Services.
The IFE provides a useful starting point for motivated individuals
seeking to understand the unique benefits of an index fund
based approach to investment and to acquire key concepts
in proper asset allocation.
However, visitors may come to the conclusion that, while
they have learned core investment principals from the Index
Fund Educator, they want to work with an investment advisor
in the actual management of their investment portfolio.
Such advise is not available from
the Index Fund Educator, but is available from an affiliate
of the Index Fund Educator, Balance Sheet Financial Services
(BSFS). The principal of both firms is the same, Bruce Feldman.
The investment management services of Balance Sheet Financial
Services are guided by key concepts of investment discussed
on the Index Fund Educator web site. These include the use
of low-cost index funds and a proper
asset allocation process.
More information on these investment advisory services is
available at Balance
Sheet Financial Services.
|
Top
