Mutual Fund Due Diligence
Financial Advisor Boston AIF®, CRPS®, AWMA®, CFS®, APMA®
Tim provides a mutual fund and ETF due diligence selection process using fi360. Screening 10,000+ funds down to a couple of hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style.
Tim cross-references his results with fi360’s Fiduciary Score. That score is an easy-to-use and easy-to-understand method for objectively comparing peer investments and determining their overall appropriateness. It is a ready-made solution for due diligence that can help advisors demonstrate a careful investment selection process.
Read more: Sample Fund Investment Report (pdf)
If you're concerned about your financial future, lets talk