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What method of investment analysis is used?

April 26, 2017analysis Investment method Used

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What method of investment analysis is used?

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Emphasis in growth investments is placed on the use of no-load mutual funds. Analysis of past fund performance in up and down markets and the investment goals and investment philosophies of the funds are used as a basis for these recommendations. Data on mutual fund performance is obtained from a number of sources, including Morningstar® Mutual Fund Service and Advisor Intelligence. Information regarding the investment goals and portfolio management philosophies of the individual funds is obtained from the review of their prospectuses and other industry sources. The risk reduction portion of the investment portfolio will normally be placed primarily in individual issues along with some actively managed no-load bond mutual funds.