Mutual Fund & ETF Due Diligence
Tim provides a mutual fund and ETF due diligence selection process using fi360. Screening 10,000+ funds down to a couple hundred eligible for use in your portfolio. The process screens for manager tenure, fees, performance, and style.
Tim references his results with fi360s Fiduciary Score. That score is an easy-to-use and easy-to-understand method for objectively comparing peer investments and determining their overall appropriateness.
It is a ready-made solution for due diligence that can help advisors show a careful investment selection and monitoring process.