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With more than 14,000 mutual funds available today, choosing the right mix can be a daunting task. We can help. Scott & Stringfellow's Select Advisory Mutual Fund Wrap program provides you with a diversified, professionally managed portfolio of funds based on your unique financial situation. Along with your financial advisor, you will:
- Discuss goals, risk tolerance and investment objectives
- Establish an asset allocation model and select funds
- Evaluate your portfolio's progress toward your goals, revising as necessary
The Mutual Fund Wrap program is an ongoing process. Your portfolio will be continually measured against your investment goals to identify necessary changes. This disciplined process helps you stay on track toward your goals.
Client benefits include:
- Professional Management and Fund Selection
- Diversification Across Asset Class and Fund Family
- Automatic Rebalancing
- Accessible Minimum Investment ($50,000)
- Ongoing Fund Due Diligence
- Quarterly Performance Reports
- All-Inclusive Fee
Scott & Stringfellow has entered into an arrangement with ADVISORport, Inc. (“ADVISORport”), a SEC registered investment advisor to act as program sponsor for the Select Advisory Services program. ADVISORport provides a number of tools to assist Scott & Stringfellow in providing its clients with investment advisory services. Such services include assistance in asset allocation, portfolio optimization and investment policy development, manager selection and proposal development and periodic client reporting. Through ADVISORport, the Firm also has access to various money managers with reduced fees and account minimums which may not otherwise be available to it. For more information regarding ADVISORport, Inc. or to receive a copy of their Form ADV please contact your Financial Advisor.
A prospectus may be obtained by contacting your financial advisor at (800) 552-7757. Please read the mutual fund prospectus, which includes a discussion of risks, all charges, expenses and other matters of interest, carefully before investing.
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