Our Selection Process

There are over 10,000 mutual funds currently available.  We believe that the selection of the mutual fund(s) in a portfolio is the most important decision to be made in asset allocation.  We have the technological resources, time and training to help you attain the Five Great Financial Goals of Life and build true wealth.

Following is a list of criteria we screen to make fund selections:

  • Manager Tenure
  • Asset Size
  • Expense Ratio
  • Style Adherence
  • Relative Performance
  • Returns (One, Three, Five and Ten Year)
  • Portfolio Composition (Holdings)
  • Risk/Beta
  • Tax Efficiency for Non-Retirement Accounts
  • Fund Selections Monitored quarterly


For more information email us

Securities offered through Lincoln Financial Securities Corp., Member SIPC. Advisory Services offered through Tara Financial Group, Inc.
Lincoln Financial Securities Corp. and Tara Financial Group, Inc. are not affiliated. Insurance products offered through Lincoln affiliates.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail
investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe
LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

© 2011 Tara Financial Group