Mutual Fund Portfolios
The BTC Mutual Fund Advisor Program puts our Portfolio Managers to work structuring a portfolio of mutual funds to your individual needs. Based on your goals, your time horizon and risk profile, we will establish an appropriate broad asset allocation strategy, which we will then populate with no-load and institutional class mutual funds.
We scrutinize a broad universe of mutual funds to determine which should be represented in our portfolio strategies, selecting those which display a number of key characteristics in areas such as performance, manager experience, expense, and reputation for loyalty to fund shareholders.
Our Mutual Fund Advisor strategies can accommodate conservative, income-generating portfolios to strategies that are more aggressive, geared towards long-term capital appreciation.
For more information about Private Client Investment Management, we invite you to contact:
Investment Management Consultant
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.