Manager Search and Selection
It's helpful to have good managers. It's even better to have great ones.
It's been our experience that many fund managers occasionally have a hot streak. But then again, anyone can get lucky once in a while. We prefer those rare managers who perform consistently well over the long term. And that's why we consider manager selection and due diligence critical in designing a plan that reflects your personal goals and preferences – rigorously monitoring the entire universe of investment managers and mutual funds, selecting what we believe are the top performers.
Chances are, you'll never meet the managers behind the funds in your portfolio. But that doesn't change the fact that their job is to work for you.
