MAKE BETTER INVESTMENTS

Our team is here to provide you with all of the resources you need to make smarter investments.

We research endlessly to ensure that you have access to the best mutual fund data and recommendations.

ANALYSIS

Our investment process begins with an in-depth analysis of a wide array of investment options. We review funds, ETFs, individual stocks and more. Our team does deep research into these options so we can present the best opportunities.

STRATEGY

Research is just the starting point for the team at Best Mutual Fund Advisor. We believe that a solid investment strategy is just as important as the investment vehicles you select. We’re here to educate investors about risk management and investment strategies that stand the test of time.

Fund Selection

All mutual funds are not created equal. If you choose the wrong fund, it can cost you thousands of dollars in the long run. Certain funds are loaded with additional fees and payouts. We look for funds with high performance and low fees. This allows us to spot high-growth investments with maximum returns.

INVESTMENT

We help investors put their strategies into action fast and efficiently. Whether you’ve been investing for years or you’re finally making the leap, we’re here to help you through the process. Our goal is to bridge the gap between education and execution so you can put your investment ideas into action immediately.

GROWTH

We’re investing for the long term and this means we want to grow our accounts exponentially. While some firms focus solely on “Safety” and others focus solely on “high risk high reward,” we like the blend the two. We seek to achieve phenomenal returns through minimal risk investments.

RESEARCH PROCESS

We take our investments very seriously.

Every step of our investment process is crucial to finding the best mutual funds.

We analyze a number of different investments to make sure we find the best allocation of funds.

We do a 10-point analysis of every investment to see if it passes our preliminary test for further analysis.

We identify leading stocks, funds, and ETFs to make sure we find the best investment options in every class.

We analyze alternative investments to ensure that our investment strategies account for all factors.

Every investment undergoes our rigorous analysis process to ensure that it’s legitimate and effective.

Our team has over 8 years of investment analysis experience and we collaborate to avoid biases.

Our unique investment analysis process is second to none. We consider factors other companies don’t even think about.

Once an investment makes it through the analysis process, we classify it’s viability for different investment strategies.

We believe every investor is unique and every investment strategy should be custom-tailored.

Our investment ideas take investment goals into account. Whether you are looking for retirement income or a growth portfolio, we have recommendations.

We provide access to all of the tools you need to gain a better understanding of your investment portfolios and trajectory.

We work closely with investors to make sure our goals are aligned and we’re set up for success.

We provide recommendations on the best funds and individual stocks for your portfolio.

We provide investors with access to the proper brokers and investment resources.

We help investors generate reports and analyze their portfolio growth over time.

We believe that the markets are ever-changing and we’re always ready to pivot when necessary.

SAMPLE PORTFOLIO

While all of our investment portfolios are uniquely crafted, here’s an example of how we may allocate funds.

50

Mutual Funds

Funds provide a nice blend of growth opportunities with lower risk.

25

INDIVIDUAL STOCKS

Individual stocks provide potential for higher long-term growth in emerging sectors.

15

ETFs

ETFs provide exposure to emerging markets with minimal fees.

10

BONDS

Bonds add a safer element to the portfolio and help hedge equity risk.

Mutual Fund Resources

Check out the latest educational resources from our investment blog.

The Basics of Mutual Fund Ratings

Connie Fernandez | December 07 / 2018

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What Are Mutual Funds and How Do They Work?

Connie Fernandez | January 08 / 2018

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s&p performance
Evaluating the Performance of Your Mutual Funds

Connie Fernandez | January 02 / 2018

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