Benjamin F. Edwards Custom Mutual Fund Portfolios

Benjamin F. Edwards Custom Mutual Fund Portfolios is a limited discretionary, mutual-fund-only portfolio advisory program. As the portfolio manager, your financial advisor will work with you to explore your investment goals and objectives and develop a model, drawing from a universe of more than 3,000 mutual funds, that fits your needs.  However, you hold the final decision as to which mutual funds to purchase and the percentage allocated to each fund in the model.

Your financial advisor does hold limited discretion with the account which includes:

  • Rebalance the account on a discretionary basis to the model’s baseline allocation 
  • Invest cash deposits
  • Sell and reinvest deposits of securities
  • Sell funds for fees and requested withdrawals

See important investment information concerning Mutual Funds.