You tailor your portfolio based upon your own investment objectives and leave the research, record keeping, and buying and selling of securities to professional money managers. Besides this professional expertise, you'll have diversification - the money you invest is spread among the scores of securities the fund owns. That way, you may be cushioned if one of the securities drops in price. Making the right choice Still, you should select a mutual fund carefully. Although there are many mutual funds to choose from, selecting funds that match your goals doesn't have to be a daunting experience.
Every fund has a clearly defined investment objective, which is explained in the fund's prospectus.
So, whether your goal is to protect your principal or maximize the growth potential of your savings, you'll find that most mutual funds are managed to meet one or more of these objectives. We will take the time to assist you in identifying investment objectives and find the products that meet your needs, allowing you to have an investment strategy you feel comfortable with. Request Information Click here to access our secure quote form and a financial professional will contact you. We will not distribute your name, email, phone or address to others.