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Preferred Portfolio Services® Select Back to Investments & Research The Preferred Portfolio Services® (PPS) Select Mutual Fund Program is a turnkey mutual fund and exchange-traded fund (ETF) wrap program with portfolio management provided by Commonwealth’s Research team. The Research team uses the Commonwealth model portfolio allocations and recommended fund and ETF lists to implement and manage client portfolios. Advisors assist clients in matching risk tolerance, time horizon, and investment objectives to these managed model portfolios and leave the research, monitoring, and rebalancing to the Commonwealth team. Commonwealth’s PPS Select portfolios are based on state-of-the-art asset allocation concepts and Nobel Prize-winning Modern Portfolio Theory in an effort to provide solid, long-term, risk-adjusted returns for investors across the risk/return spectrum. This managed solution allows advisors to focus on the client relationship, while ensuring appropriate asset management. |
 
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