Are Your Mutual Funds Getting in the Way of Your Goals?

4 Urgent Reasons You Should Review Your Portfolio Now

Request a free review

Reason #1: Your Funds Might Be Hurting Your Current Goals

Since the time you chose your funds, your financial goals, risk profile, and time horizon may have changed.

A review can help make sure your portfolio is aligned with your goals and ability to tolerate loss.

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Reason #2: High Fees Can Crush Your Returns

Those fund fees may look small and harmless… but over time, they can take a big chunk out of your pocket.

In fact, the S.E.C. has warned investors that overlooking fees and expenses "can add up to substantial differences in your investment returns." 1

Certain fees aren't disclosed at all and these hidden costs can eat away at your investment's returns… costing you big money!

Not all fees are bad. A review will help you understand exactly what fees you're paying and how they're reflected in your portfolio performance.

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Reason #3: Not All Funds Are Made Equal

Just recently, Standard & Poor's revealed that over 8 out of 10 actively managed funds failed to beat their benchmarks over the past 5 years. 2

You work hard for your money and your money should work hard for you, too.

A review can help you make sure your portfolio is optimized for your risk profile and growth goals.

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Reason #4: Being Best Prepared for the Market's Worst

Most of us don't enjoy the thought of a market downturn, but they happen… often when least expected.

The best time to prepare for the worst is before it happens (but that's not always possible).

A review can show you how a downturn will affect your portfolio value and help ensure your strategy accounts for the risk of future crashes.

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Our Mutual Fund Review Process is Simple and Easy

Entrefolio Wealth Management is dedicated to helping our clients achieve their financial goals.

Our complimentary review process is comprehensive and will help you understand how fees affect your returns and how well your portfolio supports your future.

If you're ready to request your free Mutual Fund Review, just fill out the following form.

Yes, I'd like to schedule a free review of my mutual funds!