Mutual Fund Money Management

Overview

The Best of Both Worlds
We believe that Fidelity and Vanguard are the best mutual fund companies in the world. Their funds serve as core building blocks in our risk-adjusted investment discipline.

VANGUARD is best known for its low-cost funds, but its hidden strength lies in the institutional-quality advisers it hires to run its actively managed funds.

FIDELITY has the best fund manager training regimen in the business, it invests more than all of its peers on technology, and no other fund complex offers a greater number of investment options.

The Best of the Rest
When searching beyond Fidelity and Vanguard, we employ a proprietary Manager Ranking System to identify the best possible alternatives for some of our favored managers. This system has helped uncover little-known managers working for Artisan Partners and BlackRock Investment Management, for example.

Exchange-Traded Funds (ETFs)
As experts at managing managers, we know when the additional cost of active management is justified and when it’s not. In some situations, we’ll use inexpensive, passively managed ETFs.