Investing can be stressful. That’s why we launched our new portfolios of mutual funds; to help take the worry and work out of investing. Our range of portfolios strategically blend a mix of mutual funds tailored to meet your specific investment goals, whether your style is conservative or more growth-oriented.
First we’ll help you determine your goals, then we’ll recommend which of our portfolio options best fit your needs. Our highly experienced, professional Asset Allocation Manager will continuously monitor, rebalance and optimize the portfolios to ensure the best mix of investments; perfectly balanced, diversified, and broad enough in scope for the greatest opportunity for growth.
Click here for a breakdown of the holdings within each fund.
Not only does this range of new portfolios offer you options to suit your specific needs, the diversification within each also helps avoid the roller-coaster ride of volatile market conditions. Learn more about the benefits of Educators Monitored Portfolios and our 3-step investment process.