Chris Hedges, Managing Director, Wealth Management Group at MFS Investment Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s history and today’s offerings for advisors.
MFS Investment Management created Massachusetts Investors’ Trust as the first mutual fund in 1924. This allowed the democratization of investing, making diversified portfolios available to the average American wage earner.
Today, MFS is a research-driven organization that provides solutions to investors seeking to invest through style boxes, such as large growth, large value, core fixed income, and international equities. If not already in the marketplace, MFS will soon launch SMAs, ETFs, and CITs to complement their mutual fund offerings.
The popular MFS Advisor Edge(R) program addresses financial planning, estate planning, and business development resources to help advisors scale their practice. MFS can also provide resources on capital markets and asset classes to share with clients.
Resources: