Consider Advisor Bob.
You've probably met him on the golf course.
He gathers client assets and places them in financial products that contains hundreds or even thousands of stocks.
Because his clients are hyper diversified, they will typically mimic market returns, before fees.
These financial products have a high turnover rate resulting in even higher tax expenses1.
Typically mimics market returns minus fees
Focuses on Quantity
Turnover with negative tax implications1
Averages >13% annual returns
Focuses on Quality
Tax efficiency through Low Turnover
Based on a $100,000 investment
your investment at Selective would have been
whereas Advisor Bob's clients earned
Over 30 years
a High Conviction Approach could allow you to retire with over
more than Advisor Bob's clients
Select a year below to read our annual reports
Why it Matters
Selective takes a tax efficient, long-term approach to investing.
Our clients understand what they own and why they own it.
The focus is not on short term price movements, but on the performance of the business.