Mueller Asset Management is a registered investment advisor that provides our clients with a low cost, disciplined approach to asset management through the utilization of sound investment strategies.
Our mission is to enhance the client’s investment return by providing a well-diversified portfolio tailored to an individual’s goals, risk tolerance, and time horizon.
At Mueller Asset Management, we focus on proper asset allocation through the use of broadly based exchange traded funds (ETF’s) and low cost index funds. This passive investment strategy is designed to enhance portfolio returns, reduce risk and provide a low cost solution to successful investing.
Passive vs. Active Portfolio Management
Over the years, many studies have shown that the majority of a portfolio return is achieved through proper asset allocation and not through active portfolio management. High fees and trading costs associated with actively managed portfolios greatly reduce a portfolio's return over time. The only winners in actively managed portfolios are the Wall Street firms that generate high commissions and fees to cover their research costs and large compensation packages. Passive portfolio management provides a time-tested, low cost approach to investing.
|Mueller Asset Mgt.
|Growth & Income||11.4%|
*Total returns YTD are 12 month returns through 12/31/13. See Portfolio Page for additional performance comparisons.