Will OptumHealth Bank’s mutual fund portfolio ever change?
A. Based on the analysis and work of the Registered Investment Advisor, in conjunction with OptumHealth Financial Services’ investment committee, we believe these funds are appropriate for the intentions of the HSA investor. OptumHealth Financial Services’ investment committee will review funds on a quarterly basis and make adjustments to the portfolio, as needed.
Related Questions
- Can OptumHealth Bank Customer Service Representatives initiate mutual fund buy or sell transactions on behalf of account holders or provide investment advice?
- Can OptumHealth Bank Customer Service Representatives initiate mutual fund buy or sell transactions on my behalf or provide investment advice?
- Will OptumHealth Bank’s mutual fund portfolio ever change?
