In fact, if you compare two sample balanced portfolios
with similar returns, one invested in low cost index ETFs, and one in actively managed mutual funds, over the investment period of age 25-69, the low cost ETF portfolio may end up $1,000,000 richer.
Symmetry's growth has been fueled by increased institutional investments as well as a growing network of financial advisors who are using the company's passively managed balanced portfolios
for their clients.
Rainier also manages high-quality fixed-income and balanced portfolios
The new funds offer added flexibility in building globally diversified balanced portfolios
, and are geared for the firm's institutional clients and a network of fee-only financial advisors.
Within balanced portfolios
, the fixed income strategy is implemented through the purchase of individual bonds with short to intermediate maturities.
Regardless of investor motivation, it's a welcome trend toward better balanced portfolios
8 billion in assets under management as of March 31, 2005, NWQ serves institutions and individual private clients through domestic and international equity and balanced portfolios
that span the capitalization ranges.
Dynamic Power American Growth Fund will be included in the MultiPartners Balanced RSP, Balanced Growth RSP, High Growth RSP and Global Balanced Portfolios
The firm offers an array of equity, fixed income, and balanced portfolios
that invest in U.
More importantly, governing councils can create a business-driven IT agenda, design and deploy corporate processes, and provide a clear set of parameters to local teams regarding balanced portfolios
and new project selection.
MetWest Capital, specializing in large cap domestic equity, international equity, small cap equity and balanced portfolios
, manages $2 billion in assets on behalf of its clients.
Additionally, Kevin Collins has been promoted to Portfolio Manager, managing the Growth & Income portfolios and the equity portion of Alger's Balanced portfolios