Proprietary investment funds might offer a personal touch, but they come with an important catch – San Diego Union-Tribune
Dear Liz: One subject I’ve never seen you address is the use of proprietary funds by financial advisers. We’ve taken over the finances of my in-laws, whose adviser put their money in a well-balanced portfolio, but all within a proprietary fund group. We are more or less stuck with continuing with their adviser because only […]









