Traditional Model Portfolios
Fuller Investment Management Company offers traditional investment opportunities through a line-up of risk-driven model portfolios with daily liquidity. Investors can choose a portfolio ranging from complete active management, through separately-managed accounts and mutual funds, to complete passive management, through ETFs and indexed funds. These investment options are pre-bundled into model portfolios to allow an efficient and cost effective solution for individual client needs.
Our investment team partners with Envestnet Asset Management Inc. and Portfolio Management Consultants Inc. in the review and selection of asset allocation and fund managers.