No. 24 of 106 Things We Do For Clients
Continuously research and monitor money managers and mutual fund managers to insure the best fit for your investment needs.
Picking a good money manager isn’t a one-time project, it’s actually a never-ending process. We review every manager annually to be sure they are staying true to their philosophy and they continue to be the best choice for their asset class. We also visit with many of our managers throughout the year to stay updated on their perspectives and to understand any over- or under-performances of the fund as compared to their benchmark. We use research from several sources, including Morningstar, to analyze and compare our current managers and evaluate potential managers. Every quarter we post a written and video update on the quarterly investment performance of our managers and funds.