How does Scarborough select and monitor their investment options?
Our investment guidelines are very basic. We only use funds with no sales charges, competitive investment performance and low annual expenses. Simply put, we feel you should not have to pay any more than you have to. Since we are independent, we are free to select the best performing funds in each asset category — large companies, mid size, small, international and real estate. We monitor the performance of the funds on a quarterly basis to determine if there have been any significant changes in the management of the fund as well as measure how they have performed against their benchmarks. If a fund underperforms over a period, we replace it. We receive no fees or income from any fund we offer.
