The HSA Guided Portfolio fund lineup available to you have been selected by Devenir, a registered investment advisor (RIA). Mutual funds are reviewed quarterly based on Devenir’s Investment Policy Statement.
You can find each mutual fund’s performance, Morningstar® report, and prospectus here.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.
Comments
0 comments
Please sign in to leave a comment.