Expand Your Investment Options with Mutual Funds

Are you interested in quickly diversifying your portfolio? Mutual funds could help you accomplish that! One of the main advantages of mutual funds is that they give investors access to professionally managed, diversified portfolios of equities, bonds, and other securities. This diversification would be quite difficult to accomplish on an individual basis. Types of accounts include individual, joint, trust, or corporate.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund. This and other important information is contained in the prospectus and summary prospectus, which can be obtained from a financial advisor.

Prospective investors should read the prospectus carefully before investing.

Asset allocation and diversification are approaches to help manage investment risk. Asset allocation and diversification do not guarantee against investment loss.

Schedule Your Free, No-Obligation Telephone Consultation

Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.

Important Update: Your Account Access Has Transitioned

If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.

(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)

If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.

We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.

As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.

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