Link to Owner Dr. Robert B. Pamplin Jr.

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Brought to you by Lake Oswego's Bill Woodruff, WealthFactor - INVESTING INSIDER -

Bill Woodruff, WealthFactor - INVESTING INSIDERRiskSmart investing is a philosophy with three focal points: Portfolio efficiency, Fee efficiency, and Tax efficiency.

The new reality: Low yields, low inflation and low economic growth will likely lead to future returns that are lower than long-run averages. Investors will need to be more efficient in how they build portfolios to achieve their goals.

Keep it Simple: Complexity requires more resources to manage, which in turn increases costs. Increased costs typically lead to increased risks in your portfolio. At WealthFactor, our RiskSmart methodology reduces complexity by using smart systems and processes to avoid picking, timing, and redundant layers of management.

Less is more: High fees force investment advisors and investment managers to invest in riskier investments to justify their compensation. This added risk isn't always obvious when investments are doing well, but can be a painful surprise when conditions worsen. At WealthFactor, our 0.35% fee is low, so there's no need to venture into risky investments to generate return.

Taxes are key: Tax efficiency is often ignored and under-appreciated by the investment industry. At WealthFactor, we build unique portfolios for each client, then annually seek to minimize their overall tax liability.

Portfolio efficiency, fee efficiency, and tax efficiency are the core elements of a RiskSmart portfolio. When used together they provide investors with a way to achieve their investment goals.

Get in touch today to see how WealthFactor can help achieve your investment goals.

WealthFactor

470 2nd Street, Suite C

Lake Oswego, OR 97034

503-477-8100

www.wealth-factor.com/in

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