Mutual Funds

Mutual Fund Selection Strategy

Our portfolio management team performs a competitive analysis of the processes, compensation formulas, investment philosophies, and individuals managing the fund assets. These assessments are conducted through our rigorous standards so that our clients' objectives are met. After the purchase of any fund investment we:

• - Measure its performance against an appropriate benchmark
• - Rebalance the firm's funds periodically to maintain an optimal asset allocation
• - Communicate with the fund's management as needed until they are sold
• - Active management
• - High levels of expertise in each specific area

Our "Best in Class" no load, institutional mutual funds are evaluated periodically to assure that they maintain:

• - Superior and consistent performance
• - A well-defined discipline and process
• - The right asset class at attractive prices
• - Low internal fees
• - Active management
• - High levels of expertise in their specific investment sector