Company Profile

Answer Key Advisors, LLC uses a tactical allocation strategy, aimed at reducing risk and increasing performance, in order to provide:

• fee-based investment advisory services
• financial planning services including tax planning, tax return preparation, estate planning, business planning, retirement planning, education planning, budgeting and cash flow analysis
• custom management of portfolios to meet investment objectives

Our Philosophy

• Passive versus Active Portfolio Management

Exhaustive studies have shown that over the long term, the average actively managed fund has underperformed its appropriate benchmark by about 1.8% per year on a pre-tax basis.  If you take taxes into account, this figure would increase to approximately 3%.  Answer Key Advisors generally recommends Index Mutual Funds and Exchange Traded Funds, with low expense ratios, because these funds track their respective benchmark.

•  Asset Allocation

The investment planning horizon is extremely important in the asset allocation decision.  An Investor’s optimal asset allocation changes as his or her investment horizon changes.  Research shows that the optimal asset allocation at each investment horizon is the portfolio with the highest Sharpe Ratio.

To download a complete copy of the Answer Key Advisor disclosure document, click here.

Contact Information

Telephone

440.228.5435

FAX

216.896.9034

Postal address

Answer Key Advisors, LLC

4370 South Hilltop Road

          Chagrin Falls, OH  44022

Email

jwebb@answerkeyadvisors.com
 

Last modified: 03/06/08