Karin Barker
Greg Gillespie, CFP
Douglas Browning
Alina Thurston, CFP
Mutual Funds
Depending on an investor’s time horizon, investment objectives and risk profile, mutual fund investing can be an integral part of a diversified investment portfolio.
Mutual fund investing offers an investor access to a number of professional money managers in a cost effective manner. By pooling your money with other investors, a professional money manager will make use of their industry exerience and market knowledge to make informed investment choices on your behalf within a set of predefined parameters as outlined in the prospectus.
Pooled investments such as mutual funds also offer an investor an efficient manner to diversify their investment holdings since the investment pools are large and spread between many securities rather than a select few which are often associated with larger swings up and down.
We would be happy to help you determine if a mutual fund fits into your overall financial plan.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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Disclosures: Insurance products, including segregated fund policies, are offered through Gillespie Adams & Associates. Mutual fund services and products are offered through IPC Wealth Inc.