Place Category: Fund Managers
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