Whether you’re a small or large investor, prefer conservative or aggressive investments, mutual funds work to give you an opportunity for capital appreciation or competitive yields, liquidity and relative safety. That is because mutual funds (companies that pool the assets of many shareholders) provide diversification-with the added benefit of professional management.
Whatever your investment objectives and desired level of risk, there are mutual funds to match. From conservative to aggressive; from immediate income to long-term growth; you choose the fund or funds that best meet your investment needs:
- Money Market Funds
- Fixed Income or Bond Funds
- Equity or Growth Funds
- Balanced Funds
- Specialized Mutual Funds
If you are looking for a versatile investment that offers opportunities for everyone, consider mutual funds; the choice of many investors.
Mutual Funds are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus contains additional information included charges and expenses, please read carefully before investing or sending money.
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Located at: 125 N. Third Avenue, Oakdale, CA 95361, 866.844.7500
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: * Not FDIC/NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.
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