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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
November/December 2017
Manager Moving On?
What should you do if the manager of your mutual fund leaves? Maybe nothing. Staying the course until you know more about the new manager’s style and experience gives you time to assess the impact of the change.
What’s the Manager’s Role?
If you bought an actively managed fund because of the manager’s expertise, reputation, and investing style, your reason for staying in the fund may be gone. You may not have the same concerns with a passively managed index fund, where the manager is less important to the fund’s success.
Has the Strategy Changed?
If the new manager’s investing approach is substantially different, the fund may no longer fit your investment objectives and risk tolerance.
What Are the New Manager’s Credentials?
If the new manager comes with an impressive track record, the change could be positive. You might want to adopt a wait-and-see attitude.
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
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