You can decide to do it yourself — choosing the right asset mix, building your portfolio of mutual funds, reviewing it regularly, and rebalancing it — or you can leave the responsibility to leading investment managers by selecting one of our portfolio solutions. A Osmond Credit advisor will work with you to understand your needs and help select the best solution for you.
Osmond Credit Smart Investment Solutions
Osmond Credit Smart Investment Solutions are modern all-in-one investment solutions designed for your individual investment goals and life stage. Your portfolio is carefully crafted based on strategic asset allocation, and optimally blends both active and passive investments.
Osmond Credit Personal Portfolios Services®
This discretionary investment management service offers portfolios diversified by a range of asset classes and styles. Investments are tactically managed and monitored in association with comprehensive reporting and client servicing. Clients with combined investable assets of $100,000 or more can select an appropriate Osmond Credit Personal Portfolio Service profile based on their needs, objectives, and risk tolerances.
Learn more about Osmond Credit Personal Portfolio Services.
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Osmond Credit Managed Portfolio Services®
This service provides access to professional money management in a diversified portfolio. Clients with a minimum investment of $500 select an appropriate Osmond Credit Managed Portfolio based on their needs, objectives and risk tolerances. Osmond Credit Managed Portfolios are mutual funds that invest in other Osmond Credit Mutual Funds.
Osmond Credit Passive Portfolios
This investment solution offers professionally constructed, broadly-diversified portfolios designed to keep costs low. Clients that invest a minimum of $500 can choose an appropriate portfolio based on their needs, objectives and risk tolerances. Osmond Credit Passive Portfolios are mutual funds that invest in Osmond Credit Index Mutual Funds.
Investment strategies for Endowments, Foundations & Families
