Doctor's Life Magazine, Tampa Bay Doctor's Life Tampa Bay Vol. 2 Issue 2, 201 | Page 22

Efficient Investing
Utilizing Individually
Managed Accounts
E

liminating unnecessary fees and expense layers between you and your investment portfolio
are two critical factors impacting the accumulation of wealth. The entire financial industry
counts on most investors ignoring these two mathematical certainties.
If you think of your retirement portfolio as a bank vault which
holds your various assets [