Mutual Funds
SVA Plumb Financial’s team of analysts research non-proprietary managed mutual funds.
Portfolio Construction
Many different funds may fit the allocation models we design so we use an extensive screening process to narrow the field and to choose the appropriate funds for the portfolios. Our Investment Management Team evaluates the quality of the various alternatives. The committee’s recommendations are reviewed by our Investment Advisory Committee, which in turn makes the final security selections.
Fund Selection Criteria
- Consistency of Performance vs. Peers
- Risk adjusted performance
- Consistency and Longevity of Management Team
- Consistency of Management Style and Avoidance of Style Drift
- Tax Efficiency
- Fund Expenses
Monitoring
The management process does not end with fund selections. We have an ongoing due diligence process of reviewing the selected funds. We work to verify each fund continues to meet the selection criteria leading us to initially choose that fund for the portfolio. We also continue to monitor additional funds to identify new alternatives, which might better achieve our goals.
Additional SVA Plumb Financial Services