10 Investment Funds This Noe Valley Advisor Keeps Coming Back To

Marguerite Delacroix-Finch

@maggiefinch_sf

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Three generations of my family have watched the fog roll over this city, and in that time I've learned that good investing is a lot like good fog: quiet, patient, and easy to underestimate. These are the funds I keep circling back to between gallery openings and glasses of Napa cabernet, the ones that let you sleep at night while your money does the heavy lifting. A couple are proud San Francisco natives themselves, which never hurts. Diversify your evenings, diversify your portfolio, worth it, trust me.

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10 Investment Funds This Noe Valley Advisor Keeps Coming Back To — 6 items
Name	Comment	Category	Fund Family	Best For
1Parnassus Core Equity Fund	Another local name, and one that proves you don't have to choose between principles and performance. Think of it as diversification with a moral compass. Worth it, trust me.	ESG Large-Cap Core Equity	Parnassus Investments (San Francisco)	Clients who want their conscience and their capital aligned
2Vanguard Total Stock Market Index Fund	This is the index-fund equivalent of buying the whole vineyard instead of guessing which grape wins. Low cost, wide net. Worth it, trust me.	Total U.S. Market Index	Vanguard	Anyone who wants to own the whole board, not just a few squares
3Vanguard 500 Index Fund	The blue-chip backbone of nearly every client conversation I have. Simple, cheap, and it has quietly out-argued most stock pickers over time. Worth it, trust me.	S&P 500 Index	Vanguard	Core holding for a first brokerage account
4Fidelity Contrafund	A growth fund with a long memory and a manager who isn't afraid to hold a contrarian view. It's the gallery piece everyone eventually agrees was a good buy. Worth it, trust me.	Large-Cap Growth	Fidelity	Investors chasing the next big growth story
5T. Rowe Price Blue Chip Growth Fund	Blue chip in name and in nature, this one leans on companies with real moats. A steady hand for the growth side of a portfolio. Worth it, trust me.	Large-Cap Growth	T. Rowe Price	Believers in durable, well-known brand names
6American Funds Growth Fund of America	Several managers, one mandate, and decades of history behind it. It's a committee that actually gets things done, rare in any field. Worth it, trust me.	Large-Cap Growth	Capital Group / American Funds	Investors who like multiple managers sharing the wheel

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