Why Bulging Wallet?

To achieve the best possible asset allocation in our portfolios we use a diversified mix of mutual funds and Exchanged-Traded-Funds (ETFs).  We do not use one specific fund company or investment manager, but multiple managers, selected for their experience and expertise in a specific asset class or style.

We also employ an investment strategy that allows the portfolio to take advantage of the combination of passive and active management.

Passive management is basically called “indexing.” Here the investment approach is to mirror the index by owning the same securities in the same proportions as the index. Passive managers generally believe that it is difficult to beat the market and, thus, do not buy and sell securities outside of the index.

Active management is simply an attempt to “outperform” the market as compared to an index or benchmark. The management style is considered active because the managers make decisions about which securities to buy or sell, not just “copy” the holdings of the index. Active managers believe that they can obtain higher returns than market.

It’s this combination of index performance with the potential for higher returns that create the Bulging Wallet difference.

​The portfolios are managed by MackHouse Capital, a Registered Investment Advisory firm. The MackHouse investment team does extensive research on all the mutual funds and ETFs used in the portfolios.