Investment Advisory Services
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Customized Portfolio Management
Specific portfolios are developed for each client based on individual needs, risk profile and financial objectives. We do not offer model portfolios or “off the shelf” investment solutions.
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Portfolio Strategies are Low-Cost and Easy to Understand
Money management strategies consist mainly of no-load mutual funds and exchange-traded funds (ETFs). Sales commission or “loads” are never imposed to purchase funds. Lower portfolio expenses can significantly enhance returns over time. We monitor these costs and emphasize the use of institutional funds or funds with lower cost structures. We are compensated through our fee schedule based on a percentage of total assets under management. Fleetwood Asset Management Ltd. never receives any portion of mutual fund fees…so we are always objective.
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| Investments are diversified within the domestic and international equity markets. |
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Diversification
Our macro asset allocation view supports a very broad approach to global investing. We are well diversified within the domestic and international equity markets. Investments may also include fixed-income or debt instruments. Portfolios are designed to create solid long-term, risk-managed performance through a combination of different asset classes and style characteristics.
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