With more than 8,000 mutual funds available in today's marketplace, Morgan Keegan's Wealth Management Services (WMS) Investments Department has employed a time-proven methodology to compile The Select List. The Select List consists of a concentrated group of mutual funds that have met the rigors of our quantitative and qualitative analysis. This due diligence is avilable to you through a number of our preferred programs with a $50,000 minimum investment.
While much of our due diligence takes place behind the scenes, its importance should not be underestimated. Morgan Keegan's WMS Due Diligence Group (DDG) takes the due diligence process very seriously. Our ability to be an unbiased consultant to our clients rests on our ability to deliver objective investment advice. On a regular basis, performance of the funds on The Select List is reviewed and the portfolio managers interviewed to assure us that the highest level of investment management is provided to you.
Performance Review
Once the investments have been selected for your portfolio, we continue to evaluate performance and the resulting progress toward your stated objectives. This ongoing review process also allows us to monitor each investment’s adherence to his/her own philosophy and insures that any changes that could affect the suitability of your allocation are conveyed to you.
All investment products including mutual funds involve risk. Principal value and investment return will fluctuate, so an investor's shares/units when redeemed may be worth more or less than the original amount. A complete explanation of risks, charges and expenses may be found in the prospectus. Investors should carefully read and understand the information contained in the prospectus before investing or sending money.
