Standley Financial Group

Description

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

When investors get beat up in the markets, it's not without some envy that they should look at the strong performance of the investment portfolios of the Ivy League universities. From 2001 through 2010-a period known as the lost decade-the average annual return of the S&P 500, by some measures, was only about 1.7%. But while the S&P 500 languished, some Ivy League universities acheived annual returns greater than 4 times that of the S&P 500. The methods used to achieve those returns are distinctly different than those by many professional investors. You probably don't think for a minute that you could mimic the methods used by the Ivy League universities. After all, these professionals have access to many types of investments that aren't available to individuals, right? Not exactly. The methods may make sense for you to consider because they account for long-term changes in the rewards of different asset types relative to the risks they pose. At Standley Financial Group, we specialize in endowment style investments. We firmly beleive in the acronym M.I.N.D. Meaning, "Multiplication Is Not Diversification". We see to many portfolios that have a high degree of concentration risk.

Fact sheet

Products & services

Similar companies nearby