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 that 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.
To learn more about the services SVA Plumb Financial can provide for you,
contact us at (888) 856-8801.