The Total Asset Portfolio Management ProgramTM
A Managed Mutual Funds Approach to Strategic Asset Allocation
Our proprietary mutual fund investment management program combines advanced technology and trading systems with time-tested investment management processes to achieve impressive results at a very low cost. It is an active approach to portfolio management that has been designed to respond to changing market conditions and help reduce certain risks inherent in investing.
Each diversified mutual fund represents a particular asset class and investment philosophy.
The Total Asset Portfolio approach
- invests in carefully selected mutual funds, rather than individual securities
- selects mutual funds based on factors such as unique portfolio structure and management style
- structures trading between mutual funds to reduce or eliminate the transaction costs (trading commissions) normally associated with an actively managed investment portfolio
- minimizes trading costs by methods that include using no-load or load waived mutual funds wherever possible.
The Total Asset Portfolio Process
The Total Asset Management ProgramTM, like all investments, (i) has inherent risks, (ii) should be used only in the context of an overall financial plan designed to meet individual investment objectives and (iii) can make no guarantee that any particular result will be achieved. Click here for more important disclosure information concerning the Total Asset Portfolio Management Program.