SlideShare a Scribd company logo
1 of 4
Do You Know Your Net
Worth?
About Gerstein Fisher
• Investment management and advisory firm with 20-year track record of helping investors achieve their
financial objectives
• Independently owned
• Quantitative, research-based investment strategies
• Focus on after-tax, bottom-line returns
• Seasoned team of investment professionals and robust network of academic partners
• 75% of our clients come from referrals from existing clients
• Repeatedly named among Barron’s Top Advisors*
*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain
level of results if GERSTEIN FISHER is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of
GERSTEIN FISHER by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the
recognized adviser.
1
Connect with Us and Learn More
www.GersteinFisher.com
linkedin.com/company/gerstein-fisher
facebook.com/GersteinFisher
@GersteinFisher
youtube.com/user/GersteinFisher
2
Important Disclosure Information
This is a publication by Gerstein, Fisher & Associates, Inc. an SEC registered investment adviser.
All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. Past performance is not an assurance of future
results. This is not to be construed as an offer to buy or sell any financial instruments. All references to market performance was obtained from Bloomberg database.
Market indices referenced are unmanaged and representative of large and small domestic and international stocks and bonds, each with unique risks. Information about
them is provided to illustrate market trends and does not represent the performance of any specific investment. International investments may be subject to currency
fluctuations, potential political unrest, and other risks not associated with domestic investments. Remember, past performance may not be indicative of future results.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or
product made reference to directly or indirectly in this document, will be profitable or equal any corresponding indicated historical performance level(s). Diversification
cannot eliminate the risk of investment loss. Investments related to gold and other precious metals are considered speculative and are affected by a variety of world-wide
economic, financial and political factors. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions, positions,
or recommendations. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized
investment advice from Gerstein, Fisher & Associates, Inc. Please remember to contact Gerstein, Fisher & Associates, Inc. if there are any changes in your financial
situation or investment objectives or if you wish to impose, add or to modify any reasonable restrictions to our investment advisory services. Diversification cannot eliminate
the risk of investment loss. Investments related to gold and other precious metals are considered speculative and are affected by a variety of world-wide economic, financial
and political factors.
In the event that there has been a change in a client's investment objectives or financial situation, he/she/it is encouraged to advise GERSTEIN FISHER immediately.
Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy
(including the investments purchased and/or investment strategies devised or undertaken by GERSTEIN FISHER) will be profitable.
Information pertaining to GERSTEIN FISHER's advisory operations, services, and fees is set forth in GERSTEIN FISHER's current disclosure statement, a copy of which is
available from GERSTEIN FISHER upon request. Performance results have been compiled exclusively by GERSTEIN FISHER, and have not been independently verified.
GERSTEIN FISHER maintains all information supporting the performance results in accordance with regulatory requirements.
Securities offered through GFA Securities, LLC; Member FINRA; SIPC
3

More Related Content

What's hot

What's hot (20)

Merits of the Global Portfolio
Merits of the Global PortfolioMerits of the Global Portfolio
Merits of the Global Portfolio
 
The Concept of Human Capital
The Concept of Human CapitalThe Concept of Human Capital
The Concept of Human Capital
 
Global REITs
Global REITsGlobal REITs
Global REITs
 
Human Capital and Life Insurance
Human Capital and Life InsuranceHuman Capital and Life Insurance
Human Capital and Life Insurance
 
The Science of Multi-Factor Investing
The Science of Multi-Factor InvestingThe Science of Multi-Factor Investing
The Science of Multi-Factor Investing
 
Alternative Asset Classes
Alternative Asset ClassesAlternative Asset Classes
Alternative Asset Classes
 
Research on Global Investing vs. US-only Investing
Research on Global Investing vs. US-only InvestingResearch on Global Investing vs. US-only Investing
Research on Global Investing vs. US-only Investing
 
The Wealth Effect
The Wealth EffectThe Wealth Effect
The Wealth Effect
 
Adding Foreign Bonds to a Portfolio
Adding Foreign Bonds to a PortfolioAdding Foreign Bonds to a Portfolio
Adding Foreign Bonds to a Portfolio
 
Measuring the Cost of Investor Behavior
Measuring the Cost of Investor BehaviorMeasuring the Cost of Investor Behavior
Measuring the Cost of Investor Behavior
 
Maintaining the Purchasing Power of Portfolios
Maintaining the Purchasing Power of PortfoliosMaintaining the Purchasing Power of Portfolios
Maintaining the Purchasing Power of Portfolios
 
Momentum and Chasing Past Returns
Momentum and Chasing Past ReturnsMomentum and Chasing Past Returns
Momentum and Chasing Past Returns
 
Asset Classes and Constructing a Portfolio
Asset Classes and Constructing a PortfolioAsset Classes and Constructing a Portfolio
Asset Classes and Constructing a Portfolio
 
Portfolio Diversification
Portfolio DiversificationPortfolio Diversification
Portfolio Diversification
 
Adding Emerging Markets to a Portfolio
Adding Emerging Markets to a PortfolioAdding Emerging Markets to a Portfolio
Adding Emerging Markets to a Portfolio
 
Tax Management
Tax ManagementTax Management
Tax Management
 
Re-evaluating Portfolio Strategies
Re-evaluating Portfolio StrategiesRe-evaluating Portfolio Strategies
Re-evaluating Portfolio Strategies
 
Tax Management Alpha
Tax Management AlphaTax Management Alpha
Tax Management Alpha
 
Inflation and the Long-Term Investor
Inflation and the Long-Term InvestorInflation and the Long-Term Investor
Inflation and the Long-Term Investor
 
Applying Human Capital to Investing (Part 1)
Applying Human Capital to Investing (Part 1)Applying Human Capital to Investing (Part 1)
Applying Human Capital to Investing (Part 1)
 

Viewers also liked

CBIM-Candidate-Information-Bulletin-3-2
CBIM-Candidate-Information-Bulletin-3-2CBIM-Candidate-Information-Bulletin-3-2
CBIM-Candidate-Information-Bulletin-3-2
Mijan Rahman
 
Untitled Presentation
Untitled PresentationUntitled Presentation
Untitled Presentation
nachoespi1
 
Customer presodsfgtpkssptgkp.jffy
Customer presodsfgtpkssptgkp.jffyCustomer presodsfgtpkssptgkp.jffy
Customer presodsfgtpkssptgkp.jffy
Ian Propper
 
Patrick Visentin teaching CV2015
Patrick Visentin teaching CV2015Patrick Visentin teaching CV2015
Patrick Visentin teaching CV2015
Visentin, Patrick
 

Viewers also liked (12)

invokedynamic: Evolution of a Language Feature
invokedynamic: Evolution of a Language Featureinvokedynamic: Evolution of a Language Feature
invokedynamic: Evolution of a Language Feature
 
CBIM-Candidate-Information-Bulletin-3-2
CBIM-Candidate-Information-Bulletin-3-2CBIM-Candidate-Information-Bulletin-3-2
CBIM-Candidate-Information-Bulletin-3-2
 
Untitled Presentation
Untitled PresentationUntitled Presentation
Untitled Presentation
 
Let's have a coffee with Familipreneurship !
Let's have a coffee  with Familipreneurship !Let's have a coffee  with Familipreneurship !
Let's have a coffee with Familipreneurship !
 
Customer presodsfgtpkssptgkp.jffy
Customer presodsfgtpkssptgkp.jffyCustomer presodsfgtpkssptgkp.jffy
Customer presodsfgtpkssptgkp.jffy
 
vol7 issue2
vol7 issue2vol7 issue2
vol7 issue2
 
4 segments basic segmentation
4 segments basic segmentation 4 segments basic segmentation
4 segments basic segmentation
 
Patrick Visentin teaching CV2015
Patrick Visentin teaching CV2015Patrick Visentin teaching CV2015
Patrick Visentin teaching CV2015
 
Why 4Segments
Why 4SegmentsWhy 4Segments
Why 4Segments
 
Registries rolv skjaerven
Registries rolv skjaervenRegistries rolv skjaerven
Registries rolv skjaerven
 
JavaOne 2016: Life after Modularity
JavaOne 2016: Life after ModularityJavaOne 2016: Life after Modularity
JavaOne 2016: Life after Modularity
 
Capitalismo vs socialismo
Capitalismo vs socialismoCapitalismo vs socialismo
Capitalismo vs socialismo
 

Similar to Do You Know Your Net Worth?

PFCapital Just Energy 062314 FINAL AMENDED
PFCapital Just Energy 062314 FINAL AMENDEDPFCapital Just Energy 062314 FINAL AMENDED
PFCapital Just Energy 062314 FINAL AMENDED
Chand Sooran
 

Similar to Do You Know Your Net Worth? (11)

Bond Investing Strategy (Part 1)
Bond Investing Strategy (Part 1)Bond Investing Strategy (Part 1)
Bond Investing Strategy (Part 1)
 
Bond strategy (part 2)
Bond strategy (part 2)Bond strategy (part 2)
Bond strategy (part 2)
 
Applying Human Capital to Investing (Part 2)
Applying Human Capital to Investing (Part 2)Applying Human Capital to Investing (Part 2)
Applying Human Capital to Investing (Part 2)
 
Capital Markets Review for Financial Advisors
Capital Markets Review for Financial AdvisorsCapital Markets Review for Financial Advisors
Capital Markets Review for Financial Advisors
 
Wintop healthcare fund
Wintop healthcare fundWintop healthcare fund
Wintop healthcare fund
 
Big 5 Sporting Goods Competition Waning
Big 5 Sporting Goods Competition WaningBig 5 Sporting Goods Competition Waning
Big 5 Sporting Goods Competition Waning
 
The Hedge Fund Advantage
The Hedge Fund AdvantageThe Hedge Fund Advantage
The Hedge Fund Advantage
 
PFCapital Just Energy 062314 FINAL AMENDED
PFCapital Just Energy 062314 FINAL AMENDEDPFCapital Just Energy 062314 FINAL AMENDED
PFCapital Just Energy 062314 FINAL AMENDED
 
Michael Curry
Michael CurryMichael Curry
Michael Curry
 
Strong Women
Strong WomenStrong Women
Strong Women
 
Strong Women
Strong WomenStrong Women
Strong Women
 

Recently uploaded

TriStar Gold- 05-13-2024 corporate presentation
TriStar Gold- 05-13-2024 corporate presentationTriStar Gold- 05-13-2024 corporate presentation
TriStar Gold- 05-13-2024 corporate presentation
Adnet Communications
 

Recently uploaded (20)

No 1 Top Love marriage specialist baba ji amil baba kala ilam powerful vashik...
No 1 Top Love marriage specialist baba ji amil baba kala ilam powerful vashik...No 1 Top Love marriage specialist baba ji amil baba kala ilam powerful vashik...
No 1 Top Love marriage specialist baba ji amil baba kala ilam powerful vashik...
 
Bank of Tomorrow White Paper For Reading
Bank of Tomorrow White Paper For ReadingBank of Tomorrow White Paper For Reading
Bank of Tomorrow White Paper For Reading
 
DIGITAL COMMERCE SHAPE VIETNAMESE SHOPPING HABIT IN 4.0 INDUSTRY
DIGITAL COMMERCE SHAPE VIETNAMESE SHOPPING HABIT IN 4.0 INDUSTRYDIGITAL COMMERCE SHAPE VIETNAMESE SHOPPING HABIT IN 4.0 INDUSTRY
DIGITAL COMMERCE SHAPE VIETNAMESE SHOPPING HABIT IN 4.0 INDUSTRY
 
20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...
20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...
20240419-SMC-submission-Annual-Superannuation-Performance-Test-–-design-optio...
 
Pension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdfPension dashboards forum 1 May 2024 (1).pdf
Pension dashboards forum 1 May 2024 (1).pdf
 
Black magic specialist in Saudi Arabia (Kala jadu expert in UK) Bangali Amil ...
Black magic specialist in Saudi Arabia (Kala jadu expert in UK) Bangali Amil ...Black magic specialist in Saudi Arabia (Kala jadu expert in UK) Bangali Amil ...
Black magic specialist in Saudi Arabia (Kala jadu expert in UK) Bangali Amil ...
 
The Pfandbrief Roundtable 2024 - Covered Bonds
The Pfandbrief Roundtable 2024 - Covered BondsThe Pfandbrief Roundtable 2024 - Covered Bonds
The Pfandbrief Roundtable 2024 - Covered Bonds
 
Production and Cost of the firm with curves
Production and Cost of the firm with curvesProduction and Cost of the firm with curves
Production and Cost of the firm with curves
 
Solution Manual For Financial Statement Analysis, 13th Edition By Charles H. ...
Solution Manual For Financial Statement Analysis, 13th Edition By Charles H. ...Solution Manual For Financial Statement Analysis, 13th Edition By Charles H. ...
Solution Manual For Financial Statement Analysis, 13th Edition By Charles H. ...
 
Strategic Resources May 2024 Corporate Presentation
Strategic Resources May 2024 Corporate PresentationStrategic Resources May 2024 Corporate Presentation
Strategic Resources May 2024 Corporate Presentation
 
fundamentals of corporate finance 11th canadian edition test bank.docx
fundamentals of corporate finance 11th canadian edition test bank.docxfundamentals of corporate finance 11th canadian edition test bank.docx
fundamentals of corporate finance 11th canadian edition test bank.docx
 
uk-no 1 kala ilam expert specialist in uk and qatar kala ilam expert speciali...
uk-no 1 kala ilam expert specialist in uk and qatar kala ilam expert speciali...uk-no 1 kala ilam expert specialist in uk and qatar kala ilam expert speciali...
uk-no 1 kala ilam expert specialist in uk and qatar kala ilam expert speciali...
 
Benefits & Risk Of Stock Loans
Benefits & Risk Of Stock LoansBenefits & Risk Of Stock Loans
Benefits & Risk Of Stock Loans
 
Q1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfQ1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdf
 
Black magic specialist in Canada (Kala ilam specialist in UK) Bangali Amil ba...
Black magic specialist in Canada (Kala ilam specialist in UK) Bangali Amil ba...Black magic specialist in Canada (Kala ilam specialist in UK) Bangali Amil ba...
Black magic specialist in Canada (Kala ilam specialist in UK) Bangali Amil ba...
 
Kala jadu specialist in USA (Kala ilam expert in france) Black magic expert i...
Kala jadu specialist in USA (Kala ilam expert in france) Black magic expert i...Kala jadu specialist in USA (Kala ilam expert in france) Black magic expert i...
Kala jadu specialist in USA (Kala ilam expert in france) Black magic expert i...
 
Collecting banker, Capacity of collecting Banker, conditions under section 13...
Collecting banker, Capacity of collecting Banker, conditions under section 13...Collecting banker, Capacity of collecting Banker, conditions under section 13...
Collecting banker, Capacity of collecting Banker, conditions under section 13...
 
Famous Kala Jadu, Black magic expert in Oman Or Kala ilam expert in Kuwait
Famous Kala Jadu, Black magic expert in Oman Or Kala ilam expert in KuwaitFamous Kala Jadu, Black magic expert in Oman Or Kala ilam expert in Kuwait
Famous Kala Jadu, Black magic expert in Oman Or Kala ilam expert in Kuwait
 
Famous Kala Jadu, Kala ilam specialist in USA and Bangali Amil baba in Saudi ...
Famous Kala Jadu, Kala ilam specialist in USA and Bangali Amil baba in Saudi ...Famous Kala Jadu, Kala ilam specialist in USA and Bangali Amil baba in Saudi ...
Famous Kala Jadu, Kala ilam specialist in USA and Bangali Amil baba in Saudi ...
 
TriStar Gold- 05-13-2024 corporate presentation
TriStar Gold- 05-13-2024 corporate presentationTriStar Gold- 05-13-2024 corporate presentation
TriStar Gold- 05-13-2024 corporate presentation
 

Do You Know Your Net Worth?

  • 1. Do You Know Your Net Worth?
  • 2. About Gerstein Fisher • Investment management and advisory firm with 20-year track record of helping investors achieve their financial objectives • Independently owned • Quantitative, research-based investment strategies • Focus on after-tax, bottom-line returns • Seasoned team of investment professionals and robust network of academic partners • 75% of our clients come from referrals from existing clients • Repeatedly named among Barron’s Top Advisors* *Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GERSTEIN FISHER is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GERSTEIN FISHER by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. 1
  • 3. Connect with Us and Learn More www.GersteinFisher.com linkedin.com/company/gerstein-fisher facebook.com/GersteinFisher @GersteinFisher youtube.com/user/GersteinFisher 2
  • 4. Important Disclosure Information This is a publication by Gerstein, Fisher & Associates, Inc. an SEC registered investment adviser. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. Past performance is not an assurance of future results. This is not to be construed as an offer to buy or sell any financial instruments. All references to market performance was obtained from Bloomberg database. Market indices referenced are unmanaged and representative of large and small domestic and international stocks and bonds, each with unique risks. Information about them is provided to illustrate market trends and does not represent the performance of any specific investment. International investments may be subject to currency fluctuations, potential political unrest, and other risks not associated with domestic investments. Remember, past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this document, will be profitable or equal any corresponding indicated historical performance level(s). Diversification cannot eliminate the risk of investment loss. Investments related to gold and other precious metals are considered speculative and are affected by a variety of world-wide economic, financial and political factors. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions, positions, or recommendations. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Gerstein, Fisher & Associates, Inc. Please remember to contact Gerstein, Fisher & Associates, Inc. if there are any changes in your financial situation or investment objectives or if you wish to impose, add or to modify any reasonable restrictions to our investment advisory services. Diversification cannot eliminate the risk of investment loss. Investments related to gold and other precious metals are considered speculative and are affected by a variety of world-wide economic, financial and political factors. In the event that there has been a change in a client's investment objectives or financial situation, he/she/it is encouraged to advise GERSTEIN FISHER immediately. Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised or undertaken by GERSTEIN FISHER) will be profitable. Information pertaining to GERSTEIN FISHER's advisory operations, services, and fees is set forth in GERSTEIN FISHER's current disclosure statement, a copy of which is available from GERSTEIN FISHER upon request. Performance results have been compiled exclusively by GERSTEIN FISHER, and have not been independently verified. GERSTEIN FISHER maintains all information supporting the performance results in accordance with regulatory requirements. Securities offered through GFA Securities, LLC; Member FINRA; SIPC 3