• FundAdvantage

Mutual funds pool the money of many investors who share similar objectives, creating diversified portfolios under professional management. A mutual fund may invest its shareholders’ money in stocks, bonds, or both. Some mutual-fund companies provide families of funds, allowing you to switch your money from one fund to another as your investment objectives change.

Many funds allow an initial investment as low as $250-$1,000 and can provide convenient reinvestment of dividends and capital gains.

We offer an extensive selection of domestic and international equity, fixed-income, balanced, tax-free and specialty mutual funds, designed to meet your objectives and risk tolerance. Our universe of funds allows us to choose from over 5,000 different mutual funds, depending on your needs.