Altruist Financial Advisors LLC
Fee-Only Investment Management

The Vanguard Group

 

Home
About Altruist
Our Code of Ethics
How We Save You $
Our Services & Fees
Fee Comparison
Investing Strategies
Investments
DFA vs. Vanguard
Nationwide Service
Our Guarantee
Reading Room
Contact Information
Search
Site Map

Mutual funds from The Vanguard Group ("Vanguard") tend to be attractive for the following reasons:

 
bullet

Vanguard is the only mutually-owned mutual fund company that we are aware of.  This means that the company is owned directly by its mutual funds and ultimately by the individuals who invest in those mutual funds.  Most mutual fund companies have outside owners who demand a profit, which typically results in higher fees for mutual fund investors.
 

bullet

Vanguard funds have relatively low expense ratios.  They are obsessive about minimizing their fees.
 

bullet

Vanguard has a large selection of no-load index funds available to retail investors.
 

For more information on Vanguard, see
 
bullet

Vanguard's website.
 

bullet

DFA vs. Vanguard: A Comparison, which compares DFA funds to Vanguard funds in each of several asset classes and lists our preferences.

horizontal rule

This web page contains the current opinions of Eric E. Haas at the time it is writtenand such opinions are subject to change without notice.  This web page is intended to serve two purposes:

bulletTo educate the public; and
bulletTo provide disclosure of Mr. Haas' opinions to prospective clients.  We believe that prospective clients are well-served by being made aware of what they are buyingand what they are buying is advice that is based on these opinions.

We believe the information provided here to be useful and accurate at the time it is written.  Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. 

No investor should invest solely on the basis of information listed here.  Before investing, it is important to consult each prospective investment's prospectus and consider both its risk/return characteristics and its effect on your overall portfolio.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice.  Where specific advice is necessary or appropriate, Altruist recommends consultation with a qualified tax adviser, CPA, financial planner, or investment adviser.  If you would like to discuss the rationale or support for any particular idea expressed on this web page, feel free to contact us.

 

 

Home ] About Altruist ] Our Code of Ethics ] How We Save You $ ] Our Services & Fees ] Fee Comparison ] Investing Strategies ] Investments ] DFA vs. Vanguard ] Nationwide Service ] Our Guarantee ] Reading Room ] Contact Information ] Search ] Site Map ]

Send mail to altruistfa@gmail.com with questions or comments about this web site.
Copyright © 2002 - present Altruist Financial Advisors LLC.
Click here to view our current Customer Relationship Summary document.
Click here to examine our Privacy Policy.
In compliance with securities regulations, Altruist Financial Advisors LLC will not transact business in any state unless first registered there or qualified for an exemption or exclusion from registration there. Further, the advisor will not communicate any follow-up, individualized responses which render investment advisory services for compensation, unless first registered or qualified for an exemption or exclusion in the given state.