Performance Matters

It’s one of PPW’s five guiding investment principles, yet to many inside and outside the industry, it can feel like a dirty word.

“Just buy the index.”

“Passive always wins.”

“Warren Buffet says most people should just buy the S&P500.”

Those approaches can be appropriate if you're self-directed, have limited complexity or don't have access to top quartile managers.

But for investors with meaningful assets, tax exposure, and complexity…active management (alongside passive) can add real value and improve risk-adjusted returns. 

There’s plenty of research showing how tough it is to consistently outperform, professional or not. Morningstar’s Midyear 2025 US Active/Passive Barometer reported that “US stock-pickers struggled to a 31% success rate for the 12 months through June, a significant downtick from 44% for the year through June 2024.” 

It proves the point, it’s hard. But it also proves another: a subset of active managers do outperform, and identifying or gaining access to them can make a significant difference over time.

Is performance the most valuable thing an advisor brings to the table?

No. But it still sure as hell matters.

PPW has curated an institutional-grade investment management platform. Coupled with comprehensive financial planning and a personal relationship—that’s a winning strategy in any market for any client situation. 

Preserve Private Wealth is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specic securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to rst consult witha qualied nancial adviser and/or tax professional before implementing any strategy discussed herein.