Big news today!
For months now, one of the most common questions we’ve been asked is, “Will Cambria ever offer an online investment management service?”
Here’s a brief overview of what makes our service unique, and something we’re incredibly proud to offer:
0% Management Fee:
Yes, 0%. Whereas our private investment accounts formerly carried a management fee of 0.59%, we have reduced the fee for our new digital investment advisory to zero. That’s 0% compared to an industry average of about 1.0% for advisors.
$0 Cost Commissions:
Not only will you pay no management fee, you won’t be saddled with any commissions for trading or rebalancing your account.
Simple and Easy to Use:
To make your experience as convenient as possible, we’ve partnered with whom we consider to be the premier financial technology provider in the market today: Betterment. The simple, intuitive client interface makes account-opening, funding, and management easy and simple. From IRAs, to rollovers, to tax harvesting strategies and more, our partnership with Betterment means you’re covered. While we charge a 0% management fee, there is a platform fee of 0.15% from Betterment.
Market-Tested Investing Framework:
Over a decade’s worth of research has gone into the investment philosophy behind our portfolios. (You can read all the details in our white paper, “The Trinity Portfolio.”) We start with the global market portfolio consisting of stocks, bonds, real estate, and commodities, implemented through what we believe to be the best low-cost ETFs. We then apply value, momentum, and trend strategies with the goal of increasing returns and reducing volatility.
We offer six unique portfolios, each one with a different target-level of risk, volatility, and expected returns. Whatever your investing temperament, it’s likely we can offer a portfolio tailored to you.
Active “People-Powered” Approach:
This is not a passive, buy-and-hold, “robo” service. Far from it. Rather, we’re a people-powered, digital investment advisory. And we’re always here to discuss your portfolio if you ever want to chat on the phone or in person in our office.
Please visit our revamped website to learn more! You’ll also find many investing resources, including research papers, books, investing articles, and videos. Go take a tour and email us what you think!
If you would like to schedule a call to discuss your portfolio, give us a ring at 310-683-5500. We’d be more than happy to speak with you.
©2016 Cambria Investment Management, LP is a Registered Investment Adviser.The information provided herein does not constitute tax, accounting or legal advice. Investment advice can only be rendered after receipt of Cambria Investment Management LP’s disclosure statement (Form ADV Part 2A) and after entering into an investment advisory agreement with Cambria Investment Management, LP. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Investing in financial markets involves risk, including the risk of principal loss. Information in this email is in no way intended as personalized investment advice and should not be interpreted as such. Past performance is not an indicator of future results.