Mutual Fund Services

What Are Mutual Fund Services?

As you likely already know, Mutual Funds are financial products that have great growth potential. Mutual Funds offer an excellent opportunity for investment because they are fairly simple to purchase, easy to liquidate, and have clearly defined goals and objectives. When you choose to invest in mutual funds, you benefit from reduced transaction costs because your brokers purchase in larger lots for all of the Mutual Funds' participants. If a given stock is perceived as risky but has very aggressive growth potential, it can be incorporated into a mutual fund with stocks that have a more moderate outlook, evening out the risk while working to keep a high return. 

Benefits of a Mutual Fund Manager

When you work with a Mutual Fund Manager, you benefit from the expertise that they can offer. Whether your financial advisor helps you select from external mutual funds or manages a mutual fund themselves, they understand the market and what different mixes of assets will do for you. As time goes by, your Mutual Fund Manager will recommend moving from more aggressive strategies to more conservative ones, maximizing, for instance, bonds in your Mutual Fund portfolio. Your Mutual Fund Manager helps you understand the broad strokes of when it is best to change your mutual fund mix but they also know the ins-and-outs of the market and which individual investments will make a high-performing mutual fund. 

The Altus Wealth Group Advantage

Altus Wealth Group has the background and wisdom to offer you particularly valuable insight into the right Mutual Funds for your context. We get to know you, including your financial goals, your time horizon for using your money, and your tolerance for risk. We want to manage your portfolio using our time-tested skills so that you see the growth you desire with a Mutual Fund Manager you can trust.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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