All Wrapped Up: Could A Fee-Based
Investment Program Make Sense For You?

• Consulting
• Custodial Services
• Money Management
• Transaction Costs
• Quarterly Performance Monitoring

A mutual fund wrap account, as the name suggests, is comprised of mutual funds - usually more than one. In recent years, mutual fund wrap accounts have mushroomed. Services typically include:

• Asset Allocation
• Consulting
• Custodial Services
• Transaction Costs
• Quarterly Performance Monitoring
• Mutual Fund Selection