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Performance of Our Signature Funds

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You set the course. We'll keep you on track.

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WHAT ARE EDUCATORS MONITORED PORTFOLIOSTM?

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.

HOW IT WORKS.

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.

A CLOSER LOOK AT OUR NEW PORTFOLIOS

Click here for a breakdown of the holdings within each fund.

Monitored Portfolios

THE BENEFITS OF OUR NEW FUND PORTFOLIOS REALLY ADD UP

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.

Educators Monitored Portfolios – A new way to help you get where you want to go. When it comes to investing, we’re the experts, so you don’t have to be.

 

Interested in getting ahead?

Give us a call at 1.800.263.9541 or complete the form below.

 

I want to learn more about Educators Monitored Portfolios

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