Click on any of the items to the left to see our latest market and economic reviews for the last three quarters. These reviews can be personalized for your firm and inserted with your client's quarterly reports.
To support your efforts with building well diversified, high quality portfolios AFS will provide quarterly reports that screen some of the top mutual funds and ETFs in the Morningstar database. In addition, on a monthly basis AFS provides a screened universe of investable stocks that is the result of quantitative and qualitative measures.
Beyond investment screening and market commentary, we also assist interested CPAs with portfolio construction. For those clients and accounts that make sense to manage as a conservative, moderate, or aggressive model we offer sophisticated software solutions that ensure your client's portfolios are as close to optimal as possible. Please note models are based on historical returns of as many as nine major indices. We use as long a time period as possible when illustrating historical returns.
However, please be aware that through this example AFS is not implying that this chart or formula, by itself, can be relied upon to make investment decisions.
