Watch me discuss the 9 traits that I prove lead to successful fund selection . . .

Past Performance is Not One of Them!

WHY DO INVESTORS CHOOSE YOU? FAILURE OF LONG-TERM PAST PERFORMANCE TRAIT #1 - AUM TRAIT # 2 - MANAGEMENT STYLE TRAIT #3 - MANAGER TENURE TRAIT #4 - TURNOVER TRAIT #5 - EXPENSES TRAIT #6 - STANDARD DEVIATION TRAIT #7 - BETA TRAIT #8 - ALPHA TRAIT #9 - R-SQUARED SUMMARY - CREATING A FOCUS LIST SIGN UP FOR ACCESS TO THE MUTUAL FUND REPORT CARDS

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See for yourself what a benefit my report cards are to your fund selection process.  Simply select a mutual fund from your recommended list. 

I will send you a report card of that fund along with its category peers.

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White Label Your Funds

Once you have selected your mutual funds, let me turn them into a proprietary report card that only you can access online.  A hard copy of your proprietary report card is also available.

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Best-of-the-Best Funds

ONLY Subscribers to my Report Cards have optional access to the Best-of-the-Best Report Cards, consisting of what I consider the best for conservative, moderate or aggressive risk tolerances.
 

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