Investing in Mutual Funds
If you are considering the purchase of a mutual fund to diversify your portfolio, you are probably wondering where to start. First, your Janney Financial Advisor can establish a roadmap that will help you meet your financial objectives, with respect given to risk tolerance, asset allocation and goals. After your investment strategy is established, we make investing simple:
Your Financial Advisor can help you research and select top-quality mutual funds, based on Janney's proprietary research and analysis.
Or, you can select funds to discuss with your Financial Advisor, based on your own research. We offer access to thousands of mutual funds from a wide range of providers. A sampling of these include the following:
If your needs require a more customized approach, Janney offers managed accounts that include mutual funds screened by our Investment Committee for their proven track records, style consistency and key performance measures. They offer the benefits of professional management and a flexible fee structure including no-load funds to help you control costs.
Your Financial Advisor will align your risk tolerance with an appropriate mutual fund investment strategy and monitor your asset allocation to ensure it remains current with your evolving needs.
Investing in Exchange Traded Funds (ETFs)
A portfolio of ETFs can offer exposure to specific sectors of the market helping to diversify your portfolio. Your Financial Advisor can help you select an appropriate mix of ETFs that will help you move toward your financial objectives.
Your Financial Advisor can also offer a professionally managed portfolio of ETFs matched to your risk tolerance and investment goals. A managed account containing ETFs can offer low cost and a high degree of diversification. Professional management of your portfolio allows for incremental adjustments to limit or increase exposure to different sectors of the market based on an analysis of long-term market trends.
Please consider the investment objectives, risks, and charges of each investment company carefully before investing. A prospectus containing this and other information about the investment company may be obtained from your Janney Financial Advisor. The prospectus should be read carefully before investing.
Contact your Janney Financial Advisor to get started.
The primary benefit of both mutual funds and ETFs is diversification. By investing in a mutual fund or ETF, you are buying into a diversified portfolio of stocks or bonds to achieve a stated goal, such as growth or income.
© 2014 Janney Montgomery Scott LLC. All Rights Reserved.
Member: NYSE, FINRA, SIPC