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106 Things We Do For Clients, No. 33

No. 33 of 106 Things We Do For Clients

Look “inside” your mutual funds to compare how many of their holdings duplicate each other. Owning a mutual fund is somewhat like owning a car—they both need some maintenance to ensure the best performance. Cars usually run smoothly if they are routinely maintained by a professional mechanic with the right diagnostic tools. We have all the tools necessary to periodically look under the hood of your mutual funds and be sure they are running smoothly. Just like an engine, there are a multitude of things that can start to go wrong; catching these early on and making timely adjustments can save a lot of money in the long run. One such adjustment is being sure your mutual funds are not duplicating the ownership of the stocks and bonds they hold. Our clients sleep better knowing they have outsourced the periodic maintenance of their mutual funds to a professional.

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