Under the Hood Part II: Making the Case for Mutual Funds and ETFs

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West Financial Services offers you the opportunity to learn about the components of our “Core & Satellite” investment philosophy and dive deeper into the portfolio construction process. We explained the types of securities we buy and how your portfolio benefits from the addition of mutual funds or ETFs, as well as discuss factors used in selecting mutual funds for our managed portfolios.

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Certain information contained herein was derived from third party sources, as indicated, and has not been independently verified. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any information presented. Where such sources include opinions and projections, such opinions and projections should be ascribed only to the applicable third party source and not to WFS.

This information is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept. These materials are not intended as any form of substitute for individualized investment advice.

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