Karin Barker
Investment Representative
Greg Gillespie, CFP
Investment Representative
Douglas Browning
Investment Representative
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.
Please note all investors should read the a mutual fund’s simplified prospectus before they purchase any mutual fund. A prospectus clearly defines a fund’s investment objective, the investment style of the manager and the types of securities in which the fund will invest. Mutual funds are not a guaranteed investment and their values change on a frequent basis both up and down and as a result past performance is not a predictor of future performance.