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Fagan & Rawlings Capital Management is a leading provider of "no-load" mutual funds. We offer thousands of mutual funds from hundreds of top Mutual Funds families. One of our specialties is fee based asset management or “fee-only” and this means no commissions or “loads” to our clients. We take pride in providing world class advice while ensuring that management expenses are held to a minimum. We primarily use “no-load” mutual funds but we are uniquely positioned in that we have agreements with most fund companies that allow us to purchase funds with a load without paying a sales charge.
We believe Mutual Funds can be a great foundation to any investment portfolio. We carefully select and recommend mutual funds based on your risk tolerance and return expectation. We pride ourselves in offering no proprietary products or funds. Fagan & Rawlings have designed 5 different mutual fund allocations ranging from ultra-conservative to very aggressive that we typically recommend to our clients. There are currently 6-10 different funds in each allocation. We review and make changes (as needed) to each portfolio on a quarterly basis. Fagan & Rawlings Capital Management selects funds based on its own in house research. Our selection process takes into account:
• Size of fund
• Fund style
• Expense ratio
• Manager tenure
• Tax efficiency
• Average turnover
• Historical returns
We take a personal interest in providing you with unbiased thoroughly researched investment choices that meet your investment objectives. Please contact us for more information on our Mutual Fund allocations or let us design one to meet you specific needs.
Please call or chat now with a licensed representative so that we may help jumpstart your journey to financial freedom!
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