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Choice Advisor
Choice UMA
Choice SMA
Choice ETF
Choice Fund
Choice 401k Vestwell TAMP

CHOICE Fund is a professionally managed multi-strategy Mutual Fund investment program. We bring together in a single portfolio, multiple asset classes, investment strategies and investment managers, each with their own area of expertise. Multi-strategy portfolios offer multiple sources of potential return and may improve a client's risk-reward profile relative to less diversified approaches. In addition, the portfolio is monitored on an ongoing basis and adjusted to stay on track with a client's goals as the markets evolve. CHOICE Fund provides the following unique advantages:

• Diversification

• Goal-Based Asset Allocation

• Multi-Manager Portfolio Construction

• Manager Monitoring

• Risk Management

• Disciplined Rebalancing

• Tax Aware Implementation

• $30,000 Account Minimum


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