CONNECT

Address:

266-6B Poverty Lane
Lebanon, NH 03766-2732

Phone:

,203 / 879-0842 (CT),603 / 727-9438 (NH) ,877 / 533-9333 (Toll Free)

Fax/Other:

,603 / 727-9632

Managed Mutual Fund Portfolios

Over a lifetime of investing, trends come and go — but certain fundamental principles endure. These include diversification, discipline, consistency, and the value of experienced guidance. For fund investors, our Managed Mutual Fund Portfolios offer neatly packaged combinations of these four principles.

A thorough review of our clients’ objectives, time horizon, and risk profile helps narrow the field of more than 40 model portfolios down to a more manageable group of choices.

Once investment assets are allocated, fund managers are monitored for consistency of investment style and performance. The discipline of periodic rebalancing removes emotional guesswork and market timing from the picture, while maintaining consistency of asset allocation. And all of the funds, with their diversity in themes and styles, are able to be held in a single investment account.

*Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.  Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Gary Packnick at 603-727-9438 to obtain a prospectus, which should be read carefully before investing or sending money.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck