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YOUR CHOICE
You can manage your assets or let us do it for you.
It is entirely up to you. However, clients who choose to have us
manage their investment accounts will gain access to the exclusive
DFA funds. Better than index funds, DFA’s passive funds capture
the pure return of the asset class while maintaining low costs and
eliminating style drift.
We do not charge fees based on portfolio performance. |
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| PASSIVE
INVESTING
Broadhurst Financial provides investment management
services featuring a steadfast belief in the efficacy of passive (index) investing.
Mutual fund managers routinely under perform the passive
index benchmarks because stock and bond markets
are very efficient and nearly impossible to beat.
Broadhurst Financial focuses on controlling
costs and ensuring proper asset allocation primarily
using passive investments such as index funds,
exchange traded funds and DFA strategies. Why? The
savings from no-load products, no 12b-1 fees and lower
fund expenses will give the client better investment performance,
all else being equal.
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| Broadhurst Financial offers two levels for investment services.
1) Self-directed brokerage, with our guidance; included with Sovereign Plan. 2) Ascot Plan - A full-service custodial account, with implementation of your investment strategy and regular rebalancing.
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