| Mutual Fund Research for Regular People Looking to build a portfolio of high-quality low-cost mutual funds, but don't have an advanced finance degree? We've distilled billions of bytes of mutual fund data down to a few easy-to-understand graphics that let non-experts make better informed buy and sell decisions. |
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MAXadvisor Private Management is a “pure” fee-only investment advisor, which means that unlike many financial advisors, we have a simple and low-cost fee structure: we charge a microscopic .50% - .75% of assets under management per year.
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FUND-O-MATIC FUND SCREENER |
With almost 25,000 mutual funds out there, finding the perfect fit for your portfolio can be a challenge. The FUND-O-MATIC Fund Screener can help. Looking for a tech fund with an expense ratio of less than 1.00%? You can view all 38 of them with just two clicks of your mouse. Want to add Telecoms to the mix? Just one click more. We think it's the best fund screener on the planet. Let us know if you agree. TRY IT NOW>
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OUR FAVORITE FUNDS |
With thousands of mutual funds and dozens of fund categories to choose from, selecting the right funds is tough enough, but building a well balanced portfolio is becoming more difficult by the day. Our Favorite Funds is a handpicked list of the best mutual funds in each fund category, along with our analysis of each fund category as a whole. MORE>
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MOST VIEWED FUND PAGES |
MAXadvisor Private Management is for the individual investor who wants their money put to work by professionals. Our registered investment advisors create and manage fund-focused portfolios specifically designed to help each client meet their unique financial goals.
A MAXadvisor managed portfolio does not start with someone throwing darts at the Wall Street Journal quotes page. It begins with the methodology we’ve spent years developing and refining. It’s applied by our registered investment advisors who spend 24/7 studying, dissecting, evaluating funds and building winning investment portfolios. This knowledge and experience is applied to your individual financial profile and goals and used to develop your personal investment program. The result is an expertly crafted investment portfolio built from the ground up, just for you, and maintained with unparalleled professional care.
