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One of the main advantages of mutual funds is that they give investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a limited amount of capital. Mutual fund units, or shares, are issued and can typically be purchased or redeemed as needed at the fund's current net asset value (NAV) per share.
Mutual Funds may be a great compliment to your overall portfolio. Discuss mutual funds with our trusted advisors today!
*Some Mutual funds charge a sales charge or 'Contingent Deferred Sales Charge (CDSC).' CDSC is a fee (sales charge or load) that mutual fund investors pay when selling Class-B fund shares within a specified number of years of the date on which they were originally purchased. Also known as a "back-end load" or "sales charge."
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and advisory services offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and a Registered Investment Advisor. MAS and Anders & Anders Financial Group are not affiliated entities.
Guarantees mentioned herein are backed by the claims-paying ability and financial strength of the issuer.