Mutual Funds
A mutual fund is a collective investment that pools money from many people and invests it in stocks, bonds or other assets. A fund manager buys and sells assets from the mutual fund
- Mutual funds are an effective way to diversify your portfolio to lessen market volatility while also taking advantage of market gains.
- We offer a variety of quality investment options from many mutual fund companies. Let us help you determine if mutual funds should be part of your financial planning.
Mutual funds are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.
Investments are offered through PrimeVest Financial Services.
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/NASD. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency.
View PRIMEVEST privacy policy and other important information .
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
