Our Selection Process

There are over 10,000 mutual funds currently available.  We believe that the selection of the mutual fund(s) in a portfolio is the most important decision to be made in asset allocation.  We have the technological resources, time and training to help you attain the Five Great Financial Goals of Life and build true wealth.

Following is a list of criteria we screen to make fund selections:

  • Manager Tenure
  • Asset Size
  • Expense Ratio
  • Style Adherence
  • Relative Performance
  • Returns (One, Three, Five and Ten Year)
  • Portfolio Composition (Holdings)
  • Risk/Beta
  • Tax Efficiency for Non-Retirement Accounts
  • Fund Selections Monitored quarterly

Securities offered through representatives of Lincoln Financial Securities Corporation (LFSC), Member SIPC, to residents of AL, CA, FL, GA, IN, LA, MS, NC, OH, SC, TN, TX, VA & WA.  LFSC is not affiliated with Tara Financial Group.

 
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© 2011 Tara Financial Group