What is Invest Forward's investment philosophy?

The Invest Forward Philosophy

Get Invested, Stay Invested: Let Your Money Work for You - Invest Forward believes in the power of compounding. To reap the most benefit from your investments it is best to start as early as possible so your earnings can generate even more earnings.

Capital Markets Work! - Invest Forward believes that markets reflect the complex network of information, expectations and human behavior. Competition drives prices to fair value ensuring that no investor can expect greater returns without taking on greater risk. "Nearly 89% of those fund managers underperformed their benchmarks over the past five years and 82% did the same over the last decade.”

Diversification Reduces Risk - Smart asset allocation matters. Diversification is a crucial tool that enables investors to capture market forces while reducing uncompensated risks. 

Control what you can: Cost & Taxes - Markets can’t be controlled but investors can control what they pay to invest. The lower your costs, the greater your share of investment returns. In addition, taxes can be a significant cost to investors. Invest Forward seeks to reduce the impact of taxes on each investor by allocating investments strategically among taxable and non-taxable accounts.

Digital Delivery - By harnessing the power of technology, Invest Forward is able to place quality, customization, and transparency at the forefront of our investment decisions.  

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