Plumb Funds

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Place Category: Fund Managers

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  • Our goal with the Plumb Funds is to provide a solid foundation for your investment portfolio.  As builders will explain, the strength of a plan, and thus its outcome, hinges on whether the foundation is plumb, square and true; only then do you have a solid structure up which to build.

    As core managers, we recognize the need for quality holdings with potential for competitive risk-adjustment returns. While other areas of specialization can be added to round out a portfolios diversification, we focus on investments we believe to be used to form the fundamental core holdings on an investment portfolio.

    Investing involves Risk · Not FDIC Insured · No Bank or Credit Union Guarantee · May lose Value

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