CONNECT

Address:

30 Greenway St. NW, Suite 8
Glen Burnie, MD 21061

Phone:

443-749-4828

Fax/Other:

443-749-4829

Focused Mutual Fund Portfolio

This portfolio is designed for our fee-based clients with $25,000 or greater in investable assets who want to achieve diversification using mutual funds.

  • 5 different portfolio allocations to choose from based on your risk assessment
  • 8 different mutual funds
  • Multiple Fund Families (7) for increased diversification
  • Different market capitalizations
  • Combination of both domestic and international funds
  • Equity mutual funds each have less than 125 holdings, which gives the fund manager the ability to make necessary moves*

 

*based on number of holdings from Lipper

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck