|
 |
Justifying the Load
Quality investing is a long-term process, and the advice of a professional investment advisor is not confined to the original fund selection. Yet that is exactly where most investors confine their focus, when considering the cost of doing business with an investment advisor representing mutual funds with a front-end load. The true cost of a mutual fund with a front-end load should be reflected in the ongoing monitoring and advice of the professional over the life of the fund’s presence in the investor’s portfolio. This section takes a unique look at the issue of advisor compensation, plus an annual load fund versus no-load fund performance comparison. |
Subscriber-Only Access to the Following Research Reports:
|
|
|
Subscribe now - $295.00 per year gives you access to a 13-point report card on every mutual fund, volumes of reports, studies, proofs, and other support documents that provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.
|
|
 |
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”
- JoLynn Free
First Vice President
RBC Dain Rauscher,
Austin TX
|
|
