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100 West Road - Suite 410
Towson, Maryland 21204
410.321.7706

 

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There Is A Difference

Unlike most financial advisors, Schiff Wealth Advisors doesn't spend time trying to predict or time the market.

Academic studies and history prove that a low-cost, passive investment strategy outperforms the vast majority of active investors. Instead of trying to beat the market, our passive approach succeeds by investing in the market.

Schiff Wealth Advisors is one of a select group of investment advisors with access to institutional funds from Dimensional Fund Advisors (DFA), which applies proven academic research to portfolio management. We help our clients create a diverse portfolio across DFA's broad mix of asset classes.

 

Schiff Clients have Several Distinct Advantages

Typical Investor Client Schiff Wealth Advisor's Client
No Defined Plan Investment Policy Statement
High Fees Low Fees
Eggs in one Basket Diversification
Myopic Perspective Focused on the Long View
Sold Products Educated Investor
Tax-Inefficiency Tax Sensitivity & Efficiency

 

Our investment philosophy takes away all the excitement as markets ebb and flow. Nobel Prize winner William F. Sharpe, an advocate of passive management, once noted that indexing - the most basic passive investment strategy - is "a boring way to get rich."

We're all right with that.

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