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Mutual Funds

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 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.  ​​

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. 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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
View Cetera Investment Services privacy policy and other important information. Financial Professionals 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 if 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.