Best Asset Managers

Access Professional Money Management

CommonWealth Portfolios give you access to the world’s best mutual fund managers. Name-brand fund companies with superior risk-adjusted results diversify your investments across various management styes. Take advantage of our “pension-style” portfolios which are optimized to provide for your needs. Although no one can predict the performance of markets, we rigorously control the process of investing for you.

Our Disciplined Investment Process

Three Steps 

First, We screen mutual funds for criteria that would make them worthy of consideration for a place in our model portfolios. Funds exhibiting less downside volatility are preferred as we compare track records.  

Second, Financial software assists us to further measure how the inclusion of a fund manager’s characteristic style may contribute an added layer of diversification and long-term value to our portfolios. In-person meetings with the best fund managers in their respective categories determines how to combine funds to provide several complementary benefits.

Third, We perform ongoing due diligence on our “pension-style” CommonWealth portfolios to ensure they maintain our standards of conservatism and consistency. 

Benefit from "Pension-Style" Investing

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Our signature model portfolios combine the best active fund managers with our disciplined investment process to provide benefits that passive investing cannot deliver. We provide you with a complementary suite of proven fund managers who invest with focus and conviction in their best ideas. We monitor the performance of your mix of investment managers and make adjustments when necessary to manage our “pension-style” process of investing for you.