Tools & Articles

Advisor Resources

We provide our Minuteman advisors with many resources. If you are looking for something specific and don't see it here, please contact us.

Presenting Minuteman to Clients

	Powerpoint: Minuteman for Asset Management (PPT)
	Mailer: Intro to Minuteman (PDF)
	MAS Risk Profile Questionnaire (PDF)
	MAS Model 'Core' Portfolios (PDF)
	MAS Model 'Value' Portfolios (PDF)
	MAS Model 'Growth' Portfolios (PDF)

Understanding & Using Minuteman

	Minuteman Software Datasheet (PDF)
	Minuteman Overview (PDF)
	Technical Summary (PDF)
	4 Reasons to Use Minuteman (PDF)
	Sample Form ADV Part II language (PDF)
	Sample web site content (Word)
	Advisor Resource Kit (software download)

Papers on Indexing/Passive Investing

	by William Sharpe, Nobel Laureate (PDF)
	by John Bogle, founder of Vanguard (PDF)
	by Burton Malkiel, professor of economics (PDF)
	Comparative data: S&P Indexes Vs Active (SPIVA) Scorecards
	Web site: IndexingWins.com

Info on Exchange-Traded Funds

	Intro to ETFs by the Investment Company Institute (PDF)
	See also our "ETF Resources" web page

Papers on Rebalancing & Variance-based Rebalancing

	by MIT and State Street, rebalancing working paper (PDF)
	by Bernstein, Psychology & Science of Rebalancing (PDF)
	by Mitchell Maynard, creator of Minuteman (PDF)

Miscellaneous

	Determinants of Portfolio Performance (PDF)
	Random Walks in Stock Market Prices (PDF)
	5-Star Rating is Kiss of Death for Mutual Funds (PDF)
	A New Breed of Advisor (PDF)
	Four Cornerstones of Financial Planning, Pt. 1 (PDF)
	Minuteman press release, 2007 (PDF)
	Minuteman press release, 2008 (PDF)
	Minuteman press release, 6/18/09
	Minuteman press release, 6/13/09


	Advisor Resource Kit This free utility contains portfolio presentations, investment policy statements, and a risk tolerance questionnaire for the 18 MAS Series portfolios. Requires Microsoft dotNET 3.5 Download Install Advisor Resource Kit