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 Investment Resources

Stocks

When you buy stock, you’re purchasing a small piece of a company.

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Professionally Managed Accounts

Barnum has access to Fund Managers that can help design, monitor, adjust, and reallocate portfolio holdings just for you. Learn how.

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Bonds

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

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