Mutual Funds
While mutual funds provide many advantages, the ultimate decision as to what specific fund is suitable can be challenging. We can help you decide which mutual fund is most appropriate for you based upon your financial and tax status, as well as your investment objectives.
A mutual fund is a company that invests in assets of various and diverse components. Every mutual fund comes with a specific investment objective, which can vary from capital appreciation to income to a combination of both. While mutual funds provide many advantages including diversification, liquidity and professional management, the ultimate decision as to what specific fund is suitable can be challenging to any client. Our clients have access to thousands of mutual funds managed by teams of portfolio managers and research staff. Numerous fund families are also offered ranging from basic money market funds to fixed-income/income-oriented funds to small-cap, as well as growth and balanced funds. Fidelity Mutual Funds are also available.
We can help you decide which mutual fund is most appropriate for you based upon your financial and tax status, as well as your investment objectives.
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