Sylvia Kwan’s Not Into “Picking Winners”
“Achieving your financial goals is the whole point of investing — not how markets perform.”
— Sylvia Kwan, Chief Investment Officer
So… What About Beating the Market?
The market goes up and down, but your financial goals are often constant. That’s why we’re not only focused on maximizing your returns — but also, helping you reach your goal target (or higher) in 70% of market scenarios.
- Average Investor Proxy
- S&P 500 Proxy
- Goal-Based Portfolio Proxy
About Past Performance
As for which strategy earns higher returns, in general, an all-equity “beat the market” strategy has yielded better returns in up markets. A “goal-based” strategy has historically done better during tougher times.