Mutual Funds

Mutual funds allow an investor to purchase not just a share of one company’s stock, but a larger portfolio of investments that can include a mixture of stocks, bonds, and cash alternatives.  They offer a combination of benefits, including professional management, liquidity, diversification, choice, and flexibility.  Through one mutual fund, an investor can buy into many different markets.

Mutual funds range in value and have different purposes and growth and/or income expectations.  They range from very conservative money market funds to aggressive growth funds, and they fall into several general categories based on the major objectives of the fund, such as income, long-term growth, growth and income, or a balanced investment strategy.  Investment returns and principal values will fluctuate with market conditions.  Let us help you find a mutual fund that fits your investment needs and goals.