Why should I hire Eads & Heald Investment Counsel as my portfolio manager rather than investing in mutual funds?
Mutual funds are fine. With load funds your fees can be higher than with no-load funds. Our fee plus trading commissions are quite competitive with the cost of using the average no-load mutual fund. With no-load funds you may not have someone with whom to discuss your personal portfolio needs unless your asset size is quite large. Also, with mutual funds you have little, if any, control over realization of capital gains. Eads & Heald Investment Counsel offers personalized portfolio management service and we are always directly available to our clients.