Behind the Scenes of Your Portfolio: ETF & Mutual Fund Research & Monitoring

For many investors, once they have made a decision to purchase an ETF or mutual fund, they tend to breathe a sigh of relief and move on. Although there needs to be significant upfront due diligence in selecting investments, we do not recommend blindly trusting that the managers remain consistent, nor that the specific investments continue to fit into your portfolio. One important ongoing aspect of investment management is to ensure the investment vehicles recommended remain as high conviction as when we first recommended them.