AdvisorShares is driven by a unique set of characteristics that differentiates our firm from many in the financial services space. Our management team shares these values and strives to provide the best products, based on these attributes, for all investors. These characteristics are outlined in detail below.
Change is difficult. However, when innovation is the catalyst for change and this change is incrementally implemented, people are better able to adapt. Our approach to innovation takes existing financial services products, Exchange Traded Funds, and improves them with subtle, yet noticeable enhancements that investors are currently seeking. Small improvements in the products and services we offer will ensure that we are consistently innovating in the market place. The required companion to change is education, we believe investments cannot be considered appropriate unless the strategy and the manager are clearly articulated, transparent and understood. We place a great amount of importance on continuous communication as the foundation of our education strategy. An active strategy can have many evolving attributes and whether those evolve more quickly or gradually over longer periods of time, they must be clearly articulated. Two way communications are important to ensure we are providing the education and assistance, and to ensure we are receiving the appropriate feedback on our products and services. For this reason we are ardent advocates of financial advisors. It takes a significant amount of time to understand investments and investment strategies. If you are not willing to spend the time and effort to learn, we strongly recommend you consider the services of a financial advisor.
Your money is too important to not know what it is invested in. Technology and efficient capital markets allow for better transparency and better pricing. In a world where a message can be sent to a million people in one second, or where you can fly across the globe within a few hours, you should know immediately where your investments are and should be able to access them anytime you want. Being informed builds the foundation for trust and confidence in AdvisorShares. Our innovative ETF structure is designed so you do not need to write us a check. You can keep your money where it is today and interact with your financial advisor or stockbroker to purchase an AdvisorShares ETF. We can’t guarantee to have positive performance, however with communication, education, transparency, and the opportunity to diversify at an institutional level, we will share the ups and down of the journey as we strive to help you reach your investment goals. We believe we can get there with you by working together.
Effective diversification means understanding how to diversify your portfolio to reach each of your financial goals, and how that diversification changes along with the changes in your life. Historically investors have learned to diversify across stocks and bonds. Now investors are learning to diversify internationally between emerging and developed markets as well as understanding that diversification may include commodities, real estate, real assets (such as fine art, if you’re so lucky). AdvisorShares believes diversification also extends to different investment managers, with different investment approaches (i.e. fundamental vs. technical vs. index based). Diversification also means incorporating other types of portfolio management strategies, for instance a tactical allocation strategy vs. a traditional asset allocation strategy.
The vision of AdvisorShares is to be a global investment management firm with innovative products and services which provide access to some best of breed institutional money managers and experienced emerging money managers.
The mission of AdvisorShares is to innovate not only our products but also how we service and communicate to our shareholders. We intend to provide transparency to ensure products are appropriately valued and traded in the market, and offer a diversified selection of investment strategies to facilitate what we believe to be true diversification for our shareholders.