Mutual Funds

Each mutual fund family has its own objectives, as well as risk/reward level. Find out which ones might be a good fit for you.

Barnum can help you determine which mutual funds make the most sense for your portfolio.  Our professional financial advisors will strategize with you to ensure that your mutual fund selections are in line with your financial goals and your personal preferences.  We’ll look at the bigger picture and make recommendations that reflect what’s most important to you.



Mutual funds are sold by prospectus only, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest.  Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses.

Other Corporate Financial Education Resources


Whether you want to balance risk within your portfolio or establish a steady income stream, bonds may be the answer.

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Employee Education Programs

Financial Education Workshops, Comprehensive Pension / Benefits Consulting and Offerings and Executive Suite Services.

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These investment products can help you increase savings, protect your assets, or generate income.

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