The Money Masters Mutual Fund Managers program is appropriate for investors who are interested in an advisory managed portfolio using a diversified group of mutual fund managers who consistently meet our selection criteria
These no-load mutual fund portfolios include our selected U.S. and International Stock Money Masters and Bond Money Masters. Several different asset allocation models are offered through our advisory firm—ranging from income - to balanced - to growth plus.
Stage Two clients typically start the new account process by completing a comprehensive risk tolerance profile and investment objective analysis. An Investment Policy Statement (IPS) is prepared for clients which we believe will best suit them as they seek to accomplish their long-term goals and objectives.
Stage Two clients have the opportunity to work closely with an Advisor Planner to create, implement and monitor their own personalized Family Master Plan. Meetings with the Advisor Planner typically take place by telephone, video conference or email.
Stage Two clients are offered additional financial planning tools, risk metric tools and scenario planning tools through the Learning Center section of this website.
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Please note: if you transition from Stage One into any of the other programs, a separate Investment Advisory Agreement will be required. The Investment Advisory Agreement will be provided to you in advance for your review and will outline the specific advisory services and fees associated with each program.