We understand that internal fees are a potential barrier to using mutual funds. We also know that fund performance is an important factor in evaluating success. During our initial call we want to address questions and provide clarity.
We want to hear about the way you build portfolios and your preferred investment management strategy.
During our call we will consider how to address any obstacles related to fund access, fees, and/or performance.
We determine next steps based on your desired outcomes, and look for opportunities for our Relationship Manager to provide the necessary information for your next client review.