Mutual Funds

This is an excellent investment vehicle for investors who wish to have their funds managed professionally, but do not have large sums that warrant a private manager. With the guidance of your McGinnSmith Financial Consultant you have access to information on many different fund companies helping you to identify the appropriate funds. Research is available through Morningstar profiler and screener.

There are a variety of mutual fund options for investors to choose from including: closed-end funds, ETF’s, and open-end funds.

Your McGinnSmith Financial Consultant will execute an Overlap Analysis to report exactly what equities you own along with a dollar amount and percentage of your portfolio each equity makes up.