Would you buy investment advice that would beat a benchmark & advise slight allocation changes as needed? - lehman aggregate bond index
And the company would return to his office where - after follow his advice to invest in mutual funds is mentioned - If you've always stood behind the threshold of 1% or more in a month during the first year costs would be to him!
The benchmark would be something like 32% of the Russell 3000 (represented by the real, ^ RUA on Yahoo Finance) and 68% of the Lehman Brothers Global Bond representing Index (AGG) with the symbol.
You need a confidentiality agreement first.
I think the warranty sounds great! Also covered if you are unsure of a prudent mix of market and probably sleep less ups and downs (and better) for my portfolio - to make it a winner in the long run.
Thoughts?