How does Tim build portfolios?
Tims typical portfolios are built with mutual funds from several fund families, where clients own stocks, bonds and real estate around the world. The goal is account performance with a moderate amount of risk. See the link, Investment Philosophy How long am I tied up in these investments? Many funds we recommend to clients have holding period restrictions to prevent short term trading abuses. Some have penalties if held less than 60-90 days. How long does it take to receive a check if I need to make a redemption? If money funds are available requests can be submitted the same day. Checks can be sent regular mail, overnight, cash or even via fed funds wire directly to your bank. If funds are not available then investments are sold, and after settlement (4 days) funds can be sent.
