DO YOU NEED A MUTUAL FUND ADVISER?

10 Questions Will Determine Your Need For A
Professional Mutual Fund Money Manager

1. Do you know what the risk rating of your mutual fund portfolio is?

2. Do you know if the mutual fund manager who built the track record of your fund is still the manager of the fund?

3. Do you know if your fund pays 12B-1 fees to your broker?

4. Do you know the 5 year track record your mutual fund(s)?

5. Do you know what specific mutual fund  asset classes you have in your portfolio?

6. Do you know if your mutual funds are overweighted in any one sector?

7. Do you know if your funds outperformed the S&P 500 over the past 5 years?

8. Do you know which funds perform better during different economic cycles?

9. Do you know the annual expenses of each of your mutual funds?

10. Do you think you have the best mutual fund portfolio possible to serve your needs?


If you answered “No” to more than 5 of the 10 questions, you may want to consider Horter Investment Management LLC to manage your mutual fund portfolio.