For advisors focused on growth, the retirement plan space may offer an attractive opportunity, however, getting started can seem daunting. During a recent Peer to Peer webcast, we spoke with two experts from firms that help advisors do just that.
Get to know Avantis Investors. We offer low-cost, diversified investment solutions designed to fit seamlessly into investors’ asset allocations.
Our approach combines the latest financial science with common sense investing principles and cost-effective implementation.
Our strategies share a common investment approach that combines a philosophy based on financial science with expert implementation aimed at increasing expected returns* and managing risks.
The leadership team has decades of experience delivering repeatable and effective investment solutions across geographies and through different market cycles. The team is well recognized by investors worldwide.
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.
Avantis Investors is backed by American Century Investments®, a $249 billion** asset manager with a reputation for client care, stewardship and stability—bringing great scale to our efforts and allowing a long-term focus.
Meir Statman, Ph.D.
Prof. Meir Statman explains the link between financial well-being and life satisfaction and the role of financial advisors in promoting balance and fulfillment.
* 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 6/30/2024
