With thousands of mutual funds available, finding the right funds to build a portfolio can seem more time-consuming and difficult than ever. At AFS we remove you from the difficult task of identifying top tier managers. To identify these funds we begin by analyzing the actively managed funds tracked by Morningstar.
Using proprietary quantitative and qualitative screening criteria we identify funds that offer you the best combination of factors such as performance, risk and expense. Individual stock investing can be an important part of the overall portfolio makeup. This can allow an advisor to better manage the tax implications of long-term investing. However individual stocks are not suitable for all investors. Investing in individual stock comes with more risk and can lead to heightened concern for the investor.In our opinion there are three pillars that support our stock screening process: the financial health of the company, management’s deployment of excess capital (free cash flow), and the growth prospects of the company or industry. However, no stock evaluation can be complete without encompassing all these factors with a valuation model. By this we mean that regardless of how good the underlying fundamentals look, a stock can still be overvalued if an investor must pay too much to own it (compared with the average cost of the stock’s peer group or industry sector).
Click on the brochure to the right to download a brochure that explains our entire portfolio construction process and advisor biographies.
