Lutz Financial | Registered Investment Advisors | Omaha, NE

Registered Investment Advisors

Comprehensive Financial Planning
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Investment Advisory
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Portfolio Management

Services | Portfolio Management

Portfolio Management

Lutz Financial's Value-Added Management

Grounded in the efficiency of capital Markets.
Captures specific dimensions of risk identified by academic research.
Minimizes transaction costs and enhances returns through trading and engineering.
Minimizes transaction costs and enhances returns through trading and engineering.

The "Other Guys"
Active Management Attempts to beat the market through security selection and market timing. Undermines asset class exposure to keep up with the most "promising" securities. Generates higher fees, trading costs and taxes due to increased turnover.	Passive/Index Management Attempts asset class returns. Allows commercial benchmarks to define strategy. Sacrifices transaction costs and turnover in favor or tracking.

11837 Miracle Hills Drive · Suite 110 · Omaha, NE 68154 · 402.496.8800
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