Financial Services - Edmonton, AB, CA
The Index House is a Private Counsel portfolio management firm using an indexing approach to investing.The Index House offers a modern alternative to the investment services offered by large banks, brokerage firms and mutual fund companies.Unique to the investment industry, the Index House recognizes how difficult it is to consistently and accurately predict which will be the best stocks, bonds, or mutual funds or which money manager will outperform or when to be in the market or out, as is the traditional approach to managing portfolios.Thus, the Index House takes a modern, non-predictive, indexing approach to managing client portfolios.The Index House offers:-Market returns, portfolios are designed to capture broad market returns using index funds and ETF's-Less risk, portfolios are diversified across broad markets versus picking individual stocks-Transparent fees that are disclosed at inception, and throughout our provision of services-Less tax, align income types with your account types for tax efficiency and minimizing taxable gains-Frequent reporting, returns, fees and holdings are disclosed quarterly
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