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.
Find the best Mutual Fund for you.
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 Fund Information
Mutual Funds are sold by prospectus. Investors should carefully consider the funds investment objectives, risks, charges and expenses 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.
Get Started Today
There's no better time than now to begin establishing your investment goals, and there's no better place than right here. We make every effort to prove a high level of commitment to our clients. Talk to one of our Investment Executives
today, and we can begin to walk you through the process. Our goal is to set you on the path toward a more secure future.
Check the background of our investment professionals on FINRA's BrokerCheck.
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. Investments are:
• Not FDIC/NCUSIF insured
• May lose value
• Not financial institution guaranteed
• Not a deposit
• Not insured by any federal government agency
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com Located at: 345 East Grand Ave, Beloit, WI 53512 800-667-4401