Highview Financial Group | Advisor Mutual Fund Research Guided Portfolios

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Mutual Fund Research Guided Portfolios
Take your business to the next level by transitioning to a portfolio based approach to your investment fund recommendations. Help clients stay focused on their overall wealth management plan instead of focusing on individual positions. As well as enhancing your clients’ likelihood of longer-term investment success, a business practice process that revolves around a portfolio approach is one of customized consistency. It empowers you to manage more clients more effectively as there is a greater degree of commonality across your client base. Six portfolio structures have been created covering the spectrum from very conservative and/or income oriented to very growth focused. The portfolios are strategic in nature. We are not trying to time the market. Both asset classes and individual fund recommendations are provided, The specific fund recommendations (both load and no load) are, predominately, Top Pick funds. Some exceptions are made if the overall portfolio characteristics are advantaged. Guided Portfolios are intended to provide you with a consistent starting point for a portfolio discussion with your client. They are the framework of a process, not a product. They allow you to work with your client to tailor a recommendation that addresses their individual needs by adjusting either asset mix and/or specific fund recommendations as required.