Diamond Consultants

SEPTEMBER 20, 2022

Is your firm aggressive and litigious in pursuing legal remedies for advisors who leave? Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure.

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Motley Fool

AUGUST 7, 2024

And I'm thinking like custody mutual funds fixed income products, CDs. And I wouldn't over-index on their fee structure at this point. We'd rather offer low fees and due to our investments in technology and infrastructure operate at larger scale than our competitors. Operator Thank you.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130