508-277-5847 [email protected]

Mutual Funds and Exchange Traded Funds (ETFs) Due Diligence

I screen 10,000+ 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. That score is an easy-to-use 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 show a careful investment choice and monitoring process.

Certified Mutual Fund Specialist® Institute of Business & Finance

Expert and highly personalized financial planning, retirement planning, and independent investment solutions, when you need an independent financial advisor in Massachusetts — Boston and Greater Boston, Salem or the North Shore, Hingham, or another town on the South Shore, Andover and the Merrimack Valley, the Metrowest including Foxboro, or the Southcoast, Martha’s Vineyard, Nantucket, and Newport RI from my Dartmouth office.

It Is Not Your Fault You Retired When the Stock Market is High and Interest Rates are Low

Book an Appointment

July 2020
SunMonTueWedThuFriSat
2829301234
567891011
12131415161718
19202122232425
2627282930311

No Cookie-Cutter Solutions

As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities. I use them to build custom portfolios, trusts, and retirement plans for people and organizations.

Social Security When Should You Start Taking It?

If You’re Concerned About Your Financial FutureLet’s Talk

 

If you’re concerned about your financial future, let’s talk