Manager Selection

Manager Selection

Although The Spielberger Group has moved slowly away from investing in mutual funds over the years, some instances still remain where using these types of investments can still be beneficial. Finding a mutual fund with a good manager at a well-respected company is the key to picking the right one for your portfolio. You’re not investing in some disembodied vehicle. There are real people behind all of the numbers you see. You cannot understand the numbers unless you understand the managers, their investment philosophies and their skill at implementing those philosophies.At The Spielberger Group we understand all of these aspects to choosing appropriate managers.  Using the latest technology we put the entire mutual fund universe through a diligent screening process on a quarterly basis to filter out the quality managers from the poor performing ones. In addition, our research team keeps a close eye on the mutual fund marketplace throughout the quarter.  This helps us to determine any potential problems with current mutual fund investments or if any investment opportunities arise. The goal of our in depth screening process is to provide the best possible mutual fund choices for your portfolio.

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