Mutual Fund Specialists
Our investment philosophy is rooted in a long-term approach to building your assets, independence and financial security and it is based on these principles:
- Carefully-selected investments
- Astute advice based on time-tested strategies
- Navigating a steady course
Since inception of our firm, we have specialized in managing money with mutual funds because we believe mutual funds are a superior investment vehicle for most investors. Here are some opinions that have been published about our work:
"Brouwer [is] one of the most-respected mutual fund authorities in the nation."
--USA Today
"Over the years, Kurt Brouwer has become an unofficial media spokesman for mutual funds because of his industry knowledge and common-sense approach to investing."
--Louis Rukeyser's Wall Street
Mutual funds offer you the following:
- Broad investment selection
- Excellent fund managers who specialize in a specific style of investing.
- Many distinct asset classes (large company stocks, small company stocks, government and corporate bonds, international stocks and bonds and specialty funds such as technology)
- Audited track records and strong regulatory reporting requirements.
- Ease of administration and simple processes for buying or selling.
- Diversification.
Our expertise lies in constructing portfolios designed to meet your particular needs, in selecting the best mutual fund managers available to manage your money in each of a portfolio's asset classes, and in tracking, monitoring and adjusting the portfolio as conditions change.
Portfolio Management
Our ongoing portfolio management process includes:
- Daily pricing of your portfolio and its component mutual funds.
- Investment Committee review of all mutual fund investments, changes in financial markets or strategies for various investment objectives.
- Review of your portfolio for adherence to your investment objectives.
- Quarterly reports on your portfolio.
The portfolio management process includes reviewing extensive research information on each mutual fund, having conversations with the portfolio management team and tracking performance versus an appropriate benchmark.
Periodic Portfolio Review
Your portfolio is reviewed and managed by tracking important changes in the financial markets or changes in fund management such as:
- The lead portfolio manager leaves.
- The investment strategy of the fund changes significantly
- A superior fund is found
- The fund company is sold
- Fund performance versus similar funds deteriorates
- Opportunities in the financial markets
