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 your financial goals and objectives to help 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