Investments

Institutional Funds vs. Retail Funds

Investor Solutions uses institutional class index funds to precisely target the world's most attractive markets at the lowest possible costs. The total cost of executing our strategy is remarkably low, in many cases less than the cost of true no-load mutual funds. But, cost is only one of the benefits of a relationship with Investor Solutions.

The difference between institutional versus retail funds boil down to cost and style.

Institutional funds do not carry the overhead that retail funds expense and pass on to consumers.

Institutional funds must keep their costs down if they are going after giant accounts. No institution would pay for services that they do not use. Many institutional funds allow selected investment advisors to participate in their funds through discount brokerage houses. We are one of those “selected advisors”, thereby eliminating unnecessary expenses.

Institutional funds offer an investment focus and protection against style drift not generally found in retail funds. 

To find out more about our services fill out our request for information form here.