Email Us or Call 303-771-5002

Description

Strategic Mutual Fund Management (“SMFM”) is an investment program in which mutual funds are used to construct client portfolios. Clients may choose one of five portfolio strategies, and Praxis’ staff is available to discuss the suitability of a strategy for a client. The strategies are designed to provide varying degrees of return and risk. Clients may use their own asset custodian or one suggested by Praxis, and Praxis will not hold client assets. Minimum account size is $250,000, but Praxis may accept accounts less than $250,000 in Praxis’ sole discretion.

The following Strategic Mutual Fund Management account strategies are available:

Strategy Maximum equity exposure (%)
Capital Appreciation 100
Global Growth 100
Balanced 75
Income 100
Fixed Income 0 (Bond Funds only)