Fundsource
What are the top mutual funds?
With all the choices out there, it’s not easy to find the top rated mutual funds. Plus you need to discern the best mutual funds that are just right for your investment portfolio.
Prentice Management Corp offers FundSource, a fee-based, process-oriented service that provides you with a strategic road map for finding the best mutual funds that are right for you
How FundSource Works
Investment portfolios are constructed using the world’s top no load mutual funds. A complete range of model investment portfolios from low risk to aggressive growth allows you to design a program for your current financial goals. FundSource also gives you the flexibility to adjust your investment portfolio as your investment strategies and life events change.
The program also includes:
- Ongoing monitoring of each recommended top mutual fund by the FundSource research team
- Automatic account rebalancing
- Quarterly performance reports, including market commentary showing your account returns benchmarked against market indices
It’s a simple and customized way to design an investment portfolio based on mutual fund asset allocation investing, with a Prentice Management Corp FundSource specialist at your side every step of the way.
Learn more.
To find out more about how Prentice Management Corp can help you build your wealth, contact us today.