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Overview

Index investing is an attractive strategy for those seeking a straightforward, cost-effective way to participate in the stock market. This method offers broad market exposure, diversification, and lower fees than actively managed funds. Index investing aligns well with long-term investment strategy, as it is based on the principle of market performance over time rather than attempting to outperform the market through stock picking or market timing.

Who is it For?

  • Investors Seeking Long Term Capital Growth
  • Investors Seeking Diversification
  • Investors With a Long Time Horizon
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Key Facts

Eligibility

All

Annual Target Return

5-10%

Investment Minimum

Initial: $20,000

Management Fee

1.00%

Liquidity

Medium

Time Horizon

3-5 Years

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