fund selection &


Before Fund Selection

In this graph, you see how the client’s fund selections spread out, large portions are in products that are simply not doing as well as many others in the same category.

The goal is to have funds arranged in the lower left bottom; keep your money in the best funds possible!

What Criteria do you use?

We have 11 different criteria for selecting funds.


After Fund Selection

This is the portfolio everyone wants to have. We now have top scoring funds with lower costs.

The goal is to have better performing funds at a lower cost.

If you’d like to find out how your funds stack up, give me a call.