MAKING MONEY WITH MUTUAL FUNDS

The SIPS portfolio is a “Strategic Investment Portfolio Strategy” that consists of equities designed for growth over a 3-5 year horizon.  This strategy utilizes mutual funds which are selected from a list of over 17,000 funds using a proprietary process. As a fiduciary investment firm, PWA is free of any conflicts of interest in choosing mutual funds.  This may not be the case in a commission based, large wire house that has close relationships with…

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