Asset Class Investing
Risk and return tools for the modern financial advisor
Index Matrix app, Investment Posters, and Investor Handouts
These creative interactive investing tools are very effective in communicating
long-term risk/return principles to advisory clients and prospects.
The posters are 24" x 36" and the investor handouts
are 11" x 17" (folds to 8.5" x 11").
We can also arrange for 48" x 48" Lightbox versions on request.
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Available Investment Images
Updated through year-end 2019
(Click to enlarge)
US Small Value Stocks: 1928-2019
This "returns matrix" image shows the US Total Stock Market yearly returns on the diagonal axis and compound annual returns (moving up from the yearly returns) for the period 1928 to 2019.
This "returns matrix" image shows the US Small Value Stocks yearly returns on the diagonal axis and compound annual returns (moving up from the yearly returns) for the period 1928 to 2019.
This "returns matrix" image shows the US Total Stock Market yearly returns on the diagonal axis and compound annual returns (moving up from the yearly returns) for the period 1928 to 2019.
How To Order
Access to the Index Matrix app, investment posters, and investor
handouts will be available through an annual subscription.
Details coming soon!
About Us
Asset Class Investing (ACI) offers approved financial advisors powerful investment images and an interactive tool to help convey important investment principles relating to risk, return, and time to their clients and prospective clients.
Designed to communicate stock market and behavioral risk in more unique, simple, and powerful ways, our goal is to help you align client objectives with reasonable, long-term expectations.
Our background is in Modern Portfolio Theory, the Third Restatement of the Prudent Investor Rule (1992), and the research of esteemed academics like Eugene Fama, Ken French, Daniel Kahneman, and others.
ACI was founded by Jeff Troutner, founder and chief investment officer of Equius Partners, Inc. (www.equiuspartners.com).