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However, with all the funds out there, how do you go about building a portfolio that’s just right for you?

David A. Noyes & Company offers FundSource, a fee-based, process-oriented service that provides you with a strategic road map for reaching your financial destinations.

How FundSource Works
Portfolios are constructed using the world’s top no-load and load-waived mutual funds. A complete range of model portfolios from low risk to aggressive growth allows you to design a program for your current financial goals. FundSource also gives you the flexibility to adjust your portfolio as your investment parameters and life events change.

The program also includes:

  • Ongoing monitoring of each recommended mutual fund by the FundSource research team

  • Automatic account rebalancing

  • Quarterly performance reports, including market commentary showing your account returns benchmarked against market indices

It’s a simple and customized way to approach a portfolio based on mutual fund asset allocation investing, with a David A. Noyes & Company FundSource specialist at your side every step of the way.

Learn more.
To find out more about FundSource, contact us today.

 

 

 
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