Skip to main content

Reasons Investors Underperform Without Professional Management

According to the 2016 release of Dalbar’s Quantitative Analysis of Investor Behavior, the average investor in a blend of equities and mutual funds earned an annualized rate of return of just 1.89 percent for the 10-year period ending December 31, 2015. During the same period, the S&P 500 returned 7.31 percent – a clear underperformance by the average investor against the index.

In this month’s on-demand webcast, OJM Group Director of Wealth Advisors Robert Peelman, CFP® outlines several reasons why investors underperform when managing their own assets, and shares how and why professional investment advisors can make a difference.