Mutual Funds in Wake Forest, NC, Raleigh, NC and surrounding areas
Many Americans Are Turning to Mutual Funds to Save for Retirement and Meet Other Financial Goals
If you have considered mutual funds as an option for your financial goals, Brewer Investment Group can help. We are committed to providing a wide range of services dedicated to helping you achieve financial success in your life. Our insurance lines help keep your lifestyle safe, and our investment options are available to help you plan for the future. Mutual funds are offered through various mutual fund companies.
What is a Mutual Fund?
A mutual fund is an investment comprised of a pool of funds collected from many investors. These funds are then used to invest in stocks, bonds and other short-term money-market instruments.
The price you would pay for mutual fund shares is the fund’s per share net asset value (NAV plus any shareholder fees).
Mutual funds are redeemable – investors can sell their shares back to the fund.
One of the many advantages cited is that mutual funds give small investors access to professionally managed, diversified portfolios.
Individuals see using mutual funds as an advantage because they allow investors to spread their investments across a wide range of companies and industries. This can help lower your risk of loss as companies and sectors rise and fall.
Brewer Investment Group can offer you a wide variety of mutual funds. While there are thousands of choices, most mutual funds fall into three main categories:
Money Market Funds
Each category of mutual funds has different features and different risks and rewards. You will need to decide which type of mutual fund is best for you before you begin your investment. An adviser at Brewer Investment Group can help you to determine which one is best for you.
Give us a call at 919.562.1974 today and see for yourself. We look forward to meeting you and helping you with all of your investment needs.
Any investment involves risk and there is no assurance that the investment objective of any fund will be achieved.