AmSouth’s Managed Portfolio

Regions Bank (AmSouth Bank in 2005) has an Investment Services division  offering you

“An experienced Financial Consultant who will help you design a personal, comprehensive investment plan.”

Here are the results of the efforts of my mother-in-law’s “experienced Financial Consultant”:

  • Invested in 52 different securities
  • Charged 1.5% Advisor’s Fee
  • Used High Fee Funds
  • Worst Performance of any of the diversified portfolios in this analysis:
  • Annualized return of 1.37% per year over 8.5 years VS DIA’s 5.9% annualized rate of return over the same time period.

Here is a current Statement

Dorothea's AmSouth Portfolio

Return to “Diversified Portfolios Examined

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s