G&K Wealth Management’s Preferred Mutual Fund Platform

The Preferred Mutual Fund Platform of G&K Wealth Management is designed to be the one resource you need to create a well-diversified portfolio of mutual funds. We have the information and technology to efficiently screen the vast mutual fund universe for funds that meet our defined criteria. Our high-level screening allows us to focus our research on funds that have reasonable expenses, solid long-term performance, style-appropriate risk attributes and experienced management.

Once the field of potential mutual funds for our platform is narrowed, we research each fund in depth, comparing each one to its benchmark and peers. We consider not only the historical performance of a fund, but also the fund’s positioning for the future. Just as important, we look beyond the fund’s holdings and evaluate the stability and integrity of the advisor.

The result is a small number of quality funds for each asset category and market capitalization that are positioned to be good long-term investments for you. Our evaluation does not end at this point, however. G&K Wealth Management continues to monitor the mutual funds on our platform and new developments in the industry that would impact our recommendations.