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
  • Bond Funds
  • Stock 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.

Our Locations

Wake Forest Office

1904 South Main Street, Suite 212
Wake Forest, NC 27587
Main office: 919-562-1974

Louisburg Office

142 Shannon Village
Louisburg, NC 27549
Main office: 919-496-2027

Mount Olive Office

941 North Breazeale Avenue
Mount Olive, NC 28365
Main office: 919-658-5177

Raleigh Office

8226 Creedmoor Rd
Raleigh, NC 27613
Main office: 919-846-5378

Rolesville Office

211 South Main Street
Rolesville, NC 27571
Main office: 919-570-3040

Our Providers

I can't say enough about Brewer Insurance Group. They have insured our family for over 10 years and have helped us manage 3 kids on our auto insurance policy. I would recommend them to everyone!
Susan - Raleigh, NC
Our realtor recommended Debbie to handle our new home purchase. She did an awesome job explaining our options and getting us all the discounts available. Give them a won't be disappointed.
Dave - Wake Forest, NC
Nick at Brewer Insurance Group is great! He met with us at our business, reviewed our current policy and pointed our areas where we didn't have sufficient coverage. In the end he provided us with a great policy that met our business and worker's needs.
Jeff - Cary, NC
I moved from a large insurance company about a year & a half ago to Rich Brewer's office. There is absolutely no comparison in the customer service. I deal with Trish, and she is awesome; quick, knowledgeable and very easy to deal with! You can't go wrong with them!
John - Youngsville, NC
Rich and his staff have always gone the extra mile in response to my needs for insurance and investment products. I highly recommend him and the companies he represents.
Cal - Rocky Mount, NC
I love the staff here. Maria is so friendly and helpful. She helped me and insured me with a great policy. They always welcome me every time I come inside the office. I would highly recommend all these ladies to anyone.
Juavon - Mount Olive, NC