Benjamin F. Edwards Custom Mutual Fund Portfolios

Benjamin F. Edwards Custom Mutual Fund Portfolios is a limited discretionary, mutual-fund-only portfolio advisory program. As the portfolio manager, your financial advisor will work with you to explore your investment goals and objectives and make recommendations, drawing from a universe of more than 3,000 mutual funds, that fit your needs; however you hold the final decision as to which mutual funds to purchase and the percentage allocated to each fund in the model.

Your financial advisor does hold limited discretion with the account which includes:

  • Rebalancing the account per the frequency you select.
  • Investing cash deposits.
  • Selling and reinvesting deposited securities, and
  • Selling funds for fees and requested withdrawals.

See important investment information concerning Mutual Funds.