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Fund Management

Depending on your investment objectives and constraints, it may be prudent to invest in a selection of diversified Mutual Funds or Exchange-Traded Funds (ETFs).

Mutual Funds

Our Mutual Fund selection process involves selecting a diversified group of mutual funds with reasonable internal costs/expenses and fund managers who manage portfolios in an investment style generally reflective of our Investment Philosophy and your unique requirements.


ETFs are similar to Mutual Funds but typically have lower costs and are managed in a more passive style by the ETF manager. Due to this passive and reasonably predictive style, our Investment Team can vary the diversified exposure to better meet client needs. Our targeted ETF security selection process is ongoing and incorporates many factors, including:

  • Identification of long-term investable trends, macro and micro, with opportunities that may also result from our individual equity security selection process
  • Periodic reviews of fundamentals and relative valuations for international markets, sectors and investment styles compared to long-term historical trends and standard benchmarks

Once we identify an investment opportunity, we give preference to specific funds that operate with reasonable internal costs/expenses, have strong underlying market liquidity and are efficient in meeting the fund’s objective and target index.

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