StephensChoice is a proprietary process of selection and
monitoring of actively managed mutual funds. Our objective is to
build a "Best of Breed" portfolio of actively managed funds across
an array of asset classes. The portfolio enables investors to build
an asset allocation that provides diversification and market return
exposure for their risk tolerance and time horizon.
Once chosen, selected actively managed funds are regularly
monitored in a thorough and demanding manner. Actively managed
funds unable to meet our high standards are replaced.
We search out those actively managed funds that demonstrate
niche expertise in an asset class. Few actively managed funds
survive our unique and rigorous fund selections process.
Current StephensChoice Lineup
To simplify the asset allocation decision for investors, our
investment professionals have developed five Lifestyle Asset
Allocation Models that provide appropriate allocations for the risk
tolerance and time horizons of typical investors using the actively
managed funds identified through the StephensChoice process. These
models may use the actively managed funds from each asset class and
are rebalanced periodically.
StephensChoice Asset Allocation
As a turnkey solution for your retirement program, the
StephensChoice process provides a full range of plan administration
and education services.