September 25, 2015

Low Operating Expenses


As the mutual fund industry has grown, so have the average expenses charged to stock-fund investors. The typical expense ratio for domestic equity funds is now at about 1.4%. International funds have higher expense ratios, averaging around 1.9% annually.
Our institutional program was developed to be an integrated component of your entire wealth management solution. The cost of our institutional program is far less than the average mutual fund expense. You no longer have to settle for average when it comes to the cost and expertise of portfolio management for your clients.

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