Put Your Money In the Hands That Know Best 508-277-5847 [email protected]

Investing

Mutual Fund & ETF Due Diligence

Mutual Fund & ETF Due Diligence

I screen 10,000+ mutual funds down to a couple hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style. I cross-reference my results with fi360’s Fiduciary Score.

read more

Get your Free Consultation

Tim offers financial and consulting services to help meet your unique needs.