An Evolutionary Step Forward for Active and Passive Investing
Get to know Avantis Investors. We offer low-cost, diversified investment solutions designed to fit seamlessly into investors’ asset allocations.Watch Video
Why Avantis Investors?
Our goal is to deliver low-cost, broadly diversified solutions in a variety of formats, including mutual fund and ETF, so that you can choose the optimal vehicle to fit your circumstances. Please contact your financial advisor to discuss availability.
Hal Hershfield, Ph.D.
Before setting goals for 2023, consider the bigger picture. New research finds that there are three dimensions of the “good life” — one that is happy, meaningful and psychologically rich.
* Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
** As of 12/31/2022