News Releases
Guardian Group of Funds (GGOF) today announced the launch of its new asset allocation product, GGOF Solutions. This comprehensive investment management solution is distinct in its simplicity. GGOF's program offers five Solutions with five to nine underlying funds in each Solution, features a low minimum purchase amount of $500 and includes no additional fees over and above the fees associated with the underlying funds.
GGOF Solutions helps investors select from among five fully diversified portfolios, each optimized for different levels of risk: GGOF Income Solution; GGOF Conservative Solution; GGOF Balanced Solution; GGOF Growth Solution and GGOF Aggressive Growth Solution. In addition to the outstanding investment management for which GGOF is known, Solutions also provides an Investor Profile Questionnaire for investor profiling and an Investment Policy Statement as a permanent record of the client investment strategy, manager selection and monitoring, portfolio monitoring and rebalancing, and regular client reporting.
“While investors are fortunate to have a wide range of investment products to choose from, the sheer volume of choices can be confusing. GGOF Solutions offers clients a comprehensive and personalized investing option that is simple to use,” said
“Advisors frequently mention the value of products that improve business productivity. GGOF Solutions is a tremendously simple product for advisors to explain and position with clients. It allows them to segment their service delivery, ensuring that all clients receive high quality service, while freeing advisor time for growing their business,” said
GGOF provides investors with a full product line of 33 mutual funds, diversified by asset class, geographic region and capitalization. GGOF, with $5.9 billion of mutual fund assets under management at June 30, 2006, offers its funds exclusively through financial intermediaries.
GGOF is a member of BMO Financial Group and part of the organization's Private Client Group. BMO's Private Client Group provides integrated wealth management services in
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