We Primarily Use Gold-, Silver- and Bronze-Rated Funds When Building Our Clients’ Portfolios

Talk with an Edelman Financial Planner for help picking the right portfolio of funds for you!

You know you should invest in a range of funds to diversify your portfolio, but with thousands of mutual funds and exchange-traded funds (ETFs) to choose from, picking the right funds can be daunting. That’s why more than 34,000 families have turned to us for professional investment advice.

When building our clients’ portfolios, 84 percent of the institutional mutual funds and ETFs we use have earned Morningstar’s Gold, Silver or Bronze ratings, which means Morningstar’s analysts expect the funds to outperform category peers over a full market cycle of at least five years.1

In fact, the majority of assets are invested in Morningstar Gold- or Silver-rated mutual funds in almost all of our clients’ portfolios.

Plus, our portfolio models closely match Morningstar’s recommended asset allocations as embedded in the Morningstar® Target Risk Index family.2

If you’re unsure, an Edelman Financial Planner can help. For more than 30 years, we’ve built broadly diversified portfolios with assets now totaling more than $20.6 billion.3

And, unlike other firms, when you work with an Edelman Financial Planner, you will receive a comprehensive and personalized financial plan. We’ll not only look at your investments, but also the many other aspects of your financial life including your expenses, your savings, your career, your family situation, taxes, insurance, estate planning and homeownership.

If you’re ready to enjoy the freedom of knowing your full financial picture is understood and professionally managed — with your personal goals in mind — talk with an Edelman Financial Planner for a no-cost, no-obligation consultation.