We evaluate and utilize professional money managers based on independent research. One of our resources is an information service called
Morningstar® Fund Analytics. Morningstar reviews more than 16,500 mutual funds. Its top analysts interview professional money managers and provide evaluations of the best money managers in the world. The Morningstar corporation has operations in 18 countries.
One of our tools to evaluate individual stocks is Standard & Poor's (S&P). The S&P Stock report is an up to date eight page report offering in depth, qualitative buy/sell/hold STARS (STock Appreciation Ranking System) opinions on more than 1,500 U.S. and non U.S. corporations. It's the largest U.S. stock universe covered by any firm--on Wall Street or off. Standard & Poor's traces its history back to 1860. Based in New York, it is well known for publishing the S&P 500 Index that is reported daily and is the most important measure of the performance of the U.S. stock market.
We diversify your investments using the best money managers in the world. Among them are American Funds. American Funds became the first investment management company to manage more than $1 trillion in its investment portfolios as of March 31, 2007.*
In order to simplify performance reporting we provide you with monthly and quarterly performance reports. We are able to consolidate all your household accounts in one report.
*Source: Jonathan Burton, Financial Research Corp., April 26, 2007
