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What are Educators Monitored Portfolios?

Investing can be stressful. That’s why we launched our portfolios of mutual funds to help take the worry and work out of investing. Our range of portfolios strategically blend a mix of mutual funds tailored to meet your specific investment goals, whether your style is conservative or more growth-oriented.

How it works

First we’ll help you determine your goals, then we’ll recommend which of our portfolio options best fit your needs. Our highly experienced, professional Asset Allocation Manager will continuously monitor, rebalance and optimize the portfolios to ensure the best mix of investments; perfectly balanced, diversified, and broad enough in scope for the greatest opportunity for growth.

A closer look at our portfolios

Click here for a breakdown of the holdings within each fund.

Monitored Portfolios

The benefits of our fund portfolios really add up

Not only does this range of portfolios offer you options to suit your specific needs, the diversification within each also helps avoid the roller-coaster ride of volatile market conditions. Learn more about the benefits of Educators Monitored Portfolios and our 3-step investment process.

Educators Monitored Portfolios – A way to help you get where you want to go. When it comes to investing, we’re the experts, so you don’t have to be.

Interested in getting ahead?

Give us a call at 1.800.263.9541 or complete the form below.


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