We want you to know that we invest in the same “pension-style” portfolios we recommend for clients.
We delegate the day-to-day investment decisions to our elite suite of professional mutual fund companies who are carefully selected for their solid long-term track records.
Pension-style investing means:
- Our financial consultation aims to fund your long-term financial needs.
- Guidelines are established for your account so your portfolio is managed within your comfort level.
- Investments within portfolios meet rigorous criteria, following a process that adds significant value.
- Diversified baskets of funds combine to reduce your risk across asset class, geography, and investment style.
- “Alternate” mutual funds incorporate hedging strategies to actively manage your risk-reward profile.
- We perform regular due diligence on each of our selected funds.
- We compare the managers against their peers and external benchmarks.
- We focus on the investment process designed to keep you invested and to meet your goals.
Let us reduce the stress of investing for you with our highly disciplined investment portfolios which are actively managed to smooth out your results and help you navigate financial markets.
That’s why we invest in the the same portfolios as our clients!
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Your CommonWealth Team
