About Amerigo About Clermont
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About Amerigo
About Clermont
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For many investors, the reason NOT to invest in a diversified, well-balanced portfolio is lack of
money. Professionally managed, diversified portfolios often have a hefty minimum account size
and steep management fee. In addition it would be costly to attempt to mirror one of these
professionally managed portfolios on your own.
The AdvisorOne Funds were created as a fundamental building block for investors’ portfolios. The principles of asset allocation used to manage these portfolios are the same principles used by some of the largest pension funds in the United States. The AdvisorOne Funds have two unique features that make them an excellent core holding:
1) By investing in Exchange Traded Funds, The AdvisorOne Funds have essentially created a
security that tracks a variety of market indices. Exchange Traded Funds have a
variety of benefits including (1) closely tracking the market, (2) little to no cash
position to drag on performance, (3) consistent style (no style drift), (4) generally
low internal expenses and (5) minimal turnover, which may help reduce your tax
liability.
2) The AdvisorOne Funds also capitalize on the benefits of active money management
including the expertise of Professional Money Managers, the possibility to reduce
risk and the possibility of enhancing return.
About the Portfolio Managers
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