Broker Check

Multi-Manager Strategy

Is a Single Fund Family Account Really Best For You?

If you have your investment account in a single fund family, you may be missing out.

The volatility of today's market demands strong funds in every asset class.  Yet most fund families are good at only a few sectors.  Which diversification strategy would you rather have?

 

We work with some of the top fund managers:

 

No One is the Best at Everything!

 

If you would like to learn more about how a Multi-Manager Strategy could benefit your investment portfolio, contact Whitehouse Wealth Management at info@whitehousewealthmanagement.com



Barron's is a registered trademark of Dow Jones & Company.  Barron's/Lipper 2013 one-year ranking is based on 64 qualifying U.S. fund companies.  Award recipient must have at least three funds in Lipper's general U.S.-stock category (including at least one world and one mixed-asset/balanced), two taxable bond and one tax-exempt bond fund.  Each fund's return is measured against its Lipper category, includes dividends and capital gains, if any, and excludes fees, charges and expenses.  Percentile ranking (100 the highest and 1 the lowest) is then weighted by asset size relative to the fund family's other assets in its general classification.  Before investing, consider the fund's investment objectives, risks, charges, and expenses.

Investing in mutual funds is subject to risk and loss of principal.  There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.  Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing.  The prospectus contains this and other information about the funds.  Contact info@whitehousewealthmanagement.com to obtain a prospectus, which should be read carefully before investing or sending money.  Past performance is not an indication or guarantee of future results.  Investments in securities involve investment risk, including possible loss of principal amount invested.