StockCross SELECT Mutual Fund Advisory
For Portfolios Starting at $50,000
Gain Access To a Wide Range of Professionally Managed Mutual
Through the StockCross SELECT1
Mutual Fund Advisory Program, you can benefit from the knowledge, resources, and experience of professional money managers while receiving the ongoing guidance of your StockCross SELECT Investment Advisor Representative.
- Actively managed investment solutions for a low minimum ($50,000)
- Personalized investment planning
- An objective, unbiased investment process
- A wide variety of funds, not restricted to a specific fund family
- Investor-friendly quarterly performance reports
- Continuous portfolio management and rebalancing
The Investment Process
Your StockCross SELECT Investment Advisor Representative will lead you through a four-step process designed to help you achieve your long-term goals.
Step One: Identify Goals and Objectives
Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.
Step Two: Determine Asset Allocation Policy
Asset allocation involves more than just calculating the right blend of stocks, bonds, and cash in a portfolio. Discuss your options, weigh potential risk and rewards, and diversify2
your portfolio to steadily work toward your investment goals throughout various market conditions.
Step Three: Recommend Asset Managers and Implement Your Personal Strategy
Before a program is selected for your portfolio, it is put through a rigorous due diligence process. The process is designed to identify funds that have performed well in the past and that appear likely to perform well in the future.3
Moreover, with a broad universe of funds to choose from, an optimally diversified2
portfolio can be customized to suit your needs.
Step Four: Ongoing Portfolio Monitoring
Ride out the daily twists and turns of the market by reviewing the overall performance of your investments against the timeframe and strategy you have set.
Market conditions, contributions to the account, and other factors may cause the allocations to fall outside the targets originally set for the portfolio. If this happens, one or more of the money managers may rebalance the portfolio to bring allocations back within the desired range based upon the investment strategy you agreed to with your StockCross SELECT Investment Advisor Representative4
In addition, ongoing changes to the mix of funds will be made based upon the latest research and information found during the investment selection process.
1StockCross SELECT, powered by National Financial Services, utilizes constantly updated research tools and state-of-the-art transaction technology to provide customers with one of the industry’s most powerful asset management solutions.
2Diversification does not ensure a profit or guarantee against a loss.
3Past performance does not guarantee future results. Due diligence provided by Envestnet.
4After reviewing your needs with your investment advisor, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly reviewed and understood prior to investing.
You gain access to a number of different model portfolios based on specific asset allocation strategies. Each strategy is intended to provide you with a level of return consistent with your long-term goals while managing the risk level you selected.
Portfolios Starting at $50,000
An actively managed portfolio comprised of carefully selected funds from a wide variety of options. Invest in one of the industry’s most comprehensive mutual fund wrap programs and receive continuous monitoring and rebalancing.
Always read the prospectus and investment proposal carefully prior to making your investment decision†.
For more information about the Mutual Fund Advisory and different portfolio types, download this brochure.