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Home > Financial Services > Mutual Funds > AdvisorOne Funds
AdvisorOne Funds
The AdvisorOne funds was started as fund-of-funds, or mutual funds that invest in other mutual funds. The original intent of the funds was to provide individuals who may not meet its account minimums access to its investment process.
By investing in the AdvisorOne Funds, investors are gaining an entire portfolio of investments, not just a single mutual fund. The Amerigo Fund and the Clermont Fund combine a diversified portfolio of selected mutual funds into a single fund.
The investment seeks long-term growth of capital without regard to current income. The fund invests primarily in underlying funds that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock. It may invest up to 20 percent of assets in underlying funds that invest primarily in long-term, medium-term, or short-term bonds and other fixed income securities of varying credit quality. The objective of the Clermont Fund is a combination of current income and growth of capital. For many investors, the reason not to invest in a diversified, well-balanced portfolio is lack of money. Professionally managed, diversified portfolios often have a hefty minimum account size and steep management fee. In addition, it would be costly to attempt to mirror one of these professionally managed portfolios on your own.
The Amerigo and Clermont Portfolios were created as a fundamental building block for investors’ portfolios. The principles of asset allocation used to manage these portfolios are the same principles used by some of the largest pension funds in the United States. The Amerigo and Clermont Portfolios have two unique features that make them an excellent core holding by investing in exchange traded funds, Amerigo and Clermont have essentially created a security that tracks a variety of market indices. Amerigo and Clermont also capitalize on the benefits of active money management including the expertise of professional money managers, the possibility to reduce risk and the possibility of enhancing return. Exchange Traded funds have a variety of benefits including closely tracking the market, to no cash position to drag on performance, consistent style, generally low internal expenses and minimal turnover, which may help reduce the investors tax liability.
At AdvisorOne, recognize and respect the privacy of each of its investors and their expectations for confidentiality. The protection of investor information is of fundamental importance in their operation and they take seriously their responsibility to protect personal information.
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