For Our Clients

Mutual Fund Portfolios

Benjamin F. Edwards Mutual Fund Portfolios is a discretionary, mutual fund-only portfolio advisory program. The portfolios use models that are strategic in nature and are intended to provide the investor with broad style diversification. From the Limited Maturity model to the Aggressive Growth model, you can work with your financial advisor to determine an asset allocation appropriate for you.  Additionally, we offer models that utilize either taxable or municipal bond funds depending on your tax situation and models with alternative investments for further diversification needs.

The Investment Management team at Benjamin F. Edwards reviews a universe of mutual funds to determine which funds will be utilized in the models.  Some characteristics we look for are, but are not limited to, the following:

  • Favorable returns among peers with the same investment style.
  • Manager tenure and experience.
  • Reasonable size of the fund for the investment style.
  • Adherence to stated investment philosophies.

The funds selected are then monitored on a quarterly basis to ensure they are adhering to their stated philosophy and are performing well relative to their peers and appropriate benchmarks. Periodic rebalancing of the account will occur to trade the fund allocations back to their target percentages of the model.

See important investment information concerning Mutual Funds.