• What should I consider before investing in a mutual fund?
    Before investing in a mutual fund, consider its investment objectives, risks, fees, and expenses which are included in the prospectus available from the fund. Carefully read the prospectus and schedule an appointment with our team of financial professionals or call 915.774.1765. We can help with your mutual fund investment strategy and answer any questions. Mutual funds are offered by prospectus only.
  • What is a “load fee"? 
    Loads are sales commissions that investors pay when buying (a front-end load) or when selling (a back-end or deferred load) a mutual fund. To learn more, schedule a no-cost, no-obligation appointment today or call 915.774.1765.
  • What is a diversified portfolio?
    A diversified portfolio is a variety of investments.
  • What is a passively managed account? 
    A passively managed account includes Exchange Traded Funds (ETFs) since they are typically tracked as an index, such as Dow Jones Industrial Average or S&P 500, and very little security trading is done by the fund manager.

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