AMF – Actively Managed Funds Portfolio
This portfolio uses a combination of actively managed funds and ETFs (Exchange Traded Funds) to build unique portfolios to meet our clients needs.
Get StartedFund Selection
We use a series of screens to narrow down the universe of thousands of funds into a smaller group that we then pick from to use for our clients.
Investment Management
It’s not just picking good funds. It’s about using the right fund for the market we are in. Good funds don’t necessarily work in every market. We change the funds we use based on the data we see in the economy and the market.
Allocation Management
Your portfolio needs to change with the ever changing world. We monitor a wide variety of data points to make decisions on how we should allocate client accounts.
Client Customization
Each client has a personalized portfolio built for them.