Get access to a professionally managed diversified portfolio of investments with a Mutual Fund arranged by The Walton Financial Group
The Walton Financial Group in Barrie, Ontario has a wide range of Mutual Funds that will help you reach your financial goals
WHY INVEST IN A MUTUAL FUND?
With an unprecedented amount of cash sitting in household bank accounts in Canada currently, now is the time to carefully consider the benefits of investing in a mutual fund.
A mutual fund provides investors access to a diversified portfolio of investments. Your money is pooled with other like-minded investors, and is invested on your behalf by qualified investment professionals. Mutual fund investing provides many benefits:
CONVENIENCE
Mutual funds take the guesswork out of investing. They allow you to purchase a well-researched portfolio of investments that are monitored on a continual basis.
AFFORDABILITY
A mutual fund account can be opened, through your Financial Advisor at the Walton Financial Group with a relatively small amount of money. Most fund companies either have a low or no minimum initial purchase amount make getting started easier. Also, you can arrange to make low pre-authorized monthly payments to your account so you can keep investing.
ACCESS TO YOUR MONEY
Your investment is not locked in. You can easily sell mutual fund units on any business day – in virtually any amount – and have access to your funds within days. Your investment choice is not locked in either. Walton Financial Group offers a fully diversified range of funds, and you can switch your money between any of the funds in a fund family at little or no charge.
PROFESSIONALLY MANAGED
Mutual funds give you access to professional money management previously available only to the very wealthy or to large institutions. These managers and their research analysts are specifically trained to evaluate investment opportunities based on the potential to make money while controlling for risk. They have better access to information than most individual investors and can execute trades at much lower costs.
DIVERSIFICATION
The typical mutual fund holds a wider range of investments than you could realistically buy on your own. This ability to diversify your investments generally lowers the overall risk of your portfolio.
ACCESS TO MARKETS
Mutual funds provide access to markets that are virtually unavailable to the individual investor.
Call The Walton Financial Group in Barrie, Ontario today to arrange a meeting with a Financial Security Manager to guide you through the options available through Mutual Funds.
