Page 8 - Marshall Financial
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Our Advisory Advantages
COST REDUCE EMBEDDED EXPENSES
STRUCTURE
Our core holdings are low cost passive vehicles complemented with active funds when they make sense.
EFFECTIVE SOLUTIONS FOR OUR CLIENTS
PORTFOLIO
CONSTRUCTION We use liquid, transparent low cost mutual funds, ETFs and individual securities.
SEEK TO MAXIMIZE LONG-TERM RETURNS
ASSET Asset location involves thorough analysis of asset class tax efficiency, security type and client goals.
LOCATION
A BETTER APPROACH
CASH
IMPLEMENTATION Our disciplined and repeatable approach is designed to address the legitimate concern of investing large
assets prior to a significant market decline.
MODELS SHOULD GUIDE NOT DICTATE
TRANSITION Our clients want personal service, and rigid model adherence does the opposite. We evaluate every holding
for relative valuation, macro conditions and overall fit.
