Below is a synopsis of this investment report:
- Mutual funds served their purpose back in the 1980s and 1990s as effective vehicles to broadly diversify a retail investor’s portfolio, despite their exorbitant fees and rampant tax issues.
- The time for these products has passed, and the retail investor community should strongly consider upgrading to the level of service and expertise offered to institutional investors.
- The Investment Committee conducted a rather unorthodox analysis of mutual fund performance to conclude a more effective strategy for those who want to profit from the mutual fund business.
For full access to the investment report titled “A Great Strategy For Mutual Funds”, please contact us.