- Do you want to manage your own mutual fund investments? Maybe you just need occasional guidance on what’s hot (and what’s not). That goes for segments of the market, as well as traditional mutual funds and Exchange-Traded Funds (ETFs).
- Are you looking for an advisory service with a proven track record for identifying top-performing funds, regardless of what direction the broad market is going?
- Do you have between $10,000 and $15,000 to invest… just the right amount to create a diversified portfolio? (Of course, the more you invest the more options you have.)
Mutual funds are the best vehicle
for individual investors to gain access to
That’s because mutual funds give individual investors access to experts and information not otherwise available. When you invest in a mutual fund, your money is managed by a professional portfolio manager. Your investment is more and better