Manager/ EFT Selection
Who makes the key decisions?
How long have they been managing the fund?
What is their investment philosophy?
What is their management style?
Can they move quickly if market and economic conditions warrant it?
And throughout this process, we have our clients’ concerns in mind. As a result, at the end of this rigorous process, we have a high level of confidence in the mutual funds/ETFs that are included in our diversified portfolios.