It is through the appropriate choice of the best Fund Managers and the best Mutual Funds with the highest profitability and the best historical performance that our financial advisors are able to identify a wide variety of funds. This process allows us to guide our clients in selecting the appropriate mutual funds for their needs and correctly assigning them to their investor risk profile.
We have sales agreements with more than 200 fund families that allow for a wide selection of funds to meet your financial needs and objectives. At Columbus Zuma we offer an objective and comprehensive approach to recommend funds and provide the most efficient allocation of funds. Our primary objective is to identify funds that we believe complement an overall portfolio strategy and that may ultimately achieve your investment objectives.