Cool-headed, passive management can deliver better results over time.

What some money managers call “active” we call overheated. Active management is risky behavior. In recent years we’ve seen unprecedented market volatility, and active management – which seeks to pick hot stocks or time the market – is like playing with fire. Proactive management uses investment analysis, asset allocation, alternative investments and disciplined rebalancing to support a passively engineered philosophy. This is not a buy-and-hold strategy. It’s the cool-headed approach. Coolness rewards the prudent investor.

The way to manage the modern portfolio. At Jentner, we follow these important passive investing principles:

• Manage risk by diversifying the investments among various asset classes and alternative investments.
• Employ institutional funds that offer distinct advantages.
• Focus on the total portfolio, not individual investments within it.
• Reward steady, life-long investing.
• Studies show that portfolios using passive asset class funds can be designed to deliver a higher expected return for a chosen level of risk over time.