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Sensible Financial Planning
Integrated Financial Plan
Integrated Financial Advisory
Portfolio Management
We Recommend Index Funds
Navigating the Risk-Return Maze
Selecting Specific Mutual Funds
Making the Transition
Reporting on your Portfolio's Performance
Restoring Balance
Where We Practice
Sensible Financial Planning our services investment and portfolio management

Selecting Specific Mutual Funds

For each asset class, Sensible Financial selects a small number of mutual funds (usually one or two) that follow asset class performance closely at low cost (Sensible Financial accepts no payments of any kind from any mutual fund provider).

Collectively, these funds make up a well-diversified portfolio, because

  • They are individually diversified (most hold literally hundreds of individual issues).
  • They are diversified relative to each other - there is little overlap between the asset classes and funds.

Click to view Sensible Financial's Recommended Investments