We provide long-term, proven, and academically sounds investment strategies for individual investors, which help bring clarity to the investing process. We use the Free Market Portfolio Theory™, developed by Mark Matson as our investing approach. It is the synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 12,000 stocks spread across more than forty countries, designed and engineered to capture market rates of return. We believe that this approach can help most people reach their long-term financial goals.
Research has demonstrated that most pooled funds and almost all individuals underperform the market over time. Dalbar research studies consistently indicate that investors could get almost three times their long-term return if simply investing in a large cap index. Further, most people are unaware that they are performing unnecessarily poorly. Many are swayed into investments that are not appropriate for their situation and they speculate and gamble their investments. Our goal is to assist individuals in the process of navigating the sometimes confusing and overwhelming investing process. Working as a team, we help our clients get on a successful long-term track toward reaching their financial and investing goals.
Understanding the origins of their investment strategy is something few investors will ever do. We help investors discover what their portfolio is doing and why. We believe in education, and want our investors to understand what they are doing and why. We have created an environment where investors attend training and coaching sessions to further understand our portfolios and the academic research they are built around. We hold multiple education workshops each year and expect that our clients will attend them. We therefore create confidence for our investor in all market sectors.
The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The Shepler Financial Group is a registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Content is developed from sources believed to be providing accurate information.
Copyright 2018 The Shepler Financial Group.
Fax: 603 624-9041
169 South River Road, #3
Bedford, NH 03110