Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.
Whether you’re a small or large investor, prefer conservative or aggressive investments, mutual funds work to give you an opportunity for capital appreciation or competitive yields, liquidity and relative safety. That is because mutual funds (companies that pool the assets of many shareholders) provide diversification with the added benefit of professional management.
Whatever your investment objectives and desired level of risk, there are mutual funds to match. From conservative to aggressive; from immediate income to long-term growth; you choose the fund or funds that best meet your investment needs.
Money Market Funds
Fixed Income or Bond Funds
Equity or Growth Funds
Specialized Mutual Funds
Mutual funds are sold by prospectus. Investors should carefully consider the fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.