December 2017: Using Fund Strategist Portfolios – The More the Merrier, or the Fewer the Better?

One of the fastest growing product lines in the wealth management industry today is the Fund Strategist Portfolio.

A Fund Strategist Portfolio (FSP) is an asset allocated portfolio consisting primarily of mutual funds and ETFs. These can be used as a core portfolio or as a complement or satellite solution. FSPs typically are segmented according to risk, with asset allocation strategies that extend from capital preservation to aggressive growth.