With thousands of mutual funds, how do you know which ones are right for your plan? NBT Financial Group can help find the “best of the best.” Our unbiased selection process screens funds based on performance and qualitative data. We look at asset classes, performance histories, expense ratios, risk factors, availabilities and ratings. We weigh these against the specific goals and needs of your plan.
After the plan’s funds are selected, we keep a close eye on them. We watch their performance and their adherence to investment objectives. If a fund lags or strays over a significant period of time, we may recommend its removal. We maintain and update a carefully selected list of mutual funds that includes numerous fund families and asset classes. This list ensures that: