It's always nice to get a favorable mention regarding my investment process but especially when it comes from a very knowledgeable investor. A casual perusal of Andrew Hallam's site shows you his considerable investment expertise.
My approach for the DIY Investor is based on the ideas of such investors as Bogle, Buffett, Ellis, and Malkiel as well as many others who have studied investment markets. It focuses on low cost, low turnover, indexed funds. My contribution is to work with you so that you can take over your own investing and avoid high (excessive, in my view) investment advisor fees. I do this by explaining the investment process, rebalancing etc., as I manage your funds for approximately 1 year at less than half the usual fee. Over the years, this will make a substantive contribution to the "nest egg" you will rely on in retirement.
Well deserved Robert. Keep up the fabulous work!
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