risk management characteristics

"The E-Valuator" Provides Industry Leading Customization To Meet Client Demands And Mitigate Liability


The E-Valuator, LLC launches the only web-based, investment management tool designed to mitigate fiduciary liability through the utilization of customizable tolerance settings specific to each investor's demands and expectations. Morningstar, Inc. provides daily data updates on 28,000+ mutual funds and ETF's making The E-Valuator a clear leader in providing the most current, customizable platform in the industry. These daily updates track 13 timeframes including annualized returns from 1 year through 10 years, as well as, total returns for 1, 3 and 6 months, thereby empowering an investor and/or advisor with the ability to select and prioritize the most important timeframes in their customized analysis.

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