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FundSource
FundSource is an innovative service that selects
mutual funds from an extensive universe - including well-known
no-loads. Through this service, First Clearing Corporation
designs a portfolio suited to your investment goals, along
with performance monitoring and additional recommendations,
as needed. FundSource provides one place to make transactions
without loads or commissions:
- One statement summarizing all positions;
- One consolidated tax report at year end and;
- One source to go to for service and research.
DMA Program
We understand that it is easier to reach your
lifetime investment goals when you have a welldiversified
team working for you. The Diversified Managed Allocations
(DMA) program provides a combination of high-quality professional
investment- management firms, a disciplined process, and a
choice of investment styles—in a single investment account.
Diversified Managed Allocations offers separately
managed portfolios featuring asset allocation, diversification,
and risk-based portfolio management to investors with a minimum
investment of $150,000. Using a unique and diligent research
process, a roster of select, high-quality investmentmanagement
firms has been assembled representing a broad array of investment
classes and styles. You and your Financial Advisor will use
a disciplined investment process to create an asset-allocation
strategy and select two or more investment managers to handle
the day-to-day management of your account. You may choose
an Optimal Blend—a risk-based portfolio constructed with
diversified but complementary investment managers from the
DMA roster of managers—or you and your Financial Advisor
may assemble a customized portfolio to meet your specific
needs.
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