Meeting client income and growth objectives is always our primary goal. But it's how we go about achieving that goal that sets Future Benefits apart.
The cornerstone approach is our commitment to mutual fund research. We get behind the scenes and past the marketing claims.
We look for long-term, consistent, predictable performance from our fund managers, not what's hot at the moment. We only select no-load mutual funds, and we allocate to both growth and value disciplines in large, medium and small capitalization stocks. We don't buy speculative or illiquid investments (limited partnerships, IPOs, puts, calls).