Mutual Funds
Mutual funds offer an ideal way to achieve a variety of investment goals. They offer broad diversification, professional management, easy accessibility, low minimum investments, and more.
Midwest Financial and Investment Services, Inc. offers you an array of mutual funds in three key asset classes:
Stock funds. When you're investing for long-term growth, stock funds may offer the best return potential. Of course, they also offer a corresponding degree of risk. But, if you have the time to ride out periodic market volatility, stock funds may be appropriate for you.
Income funds. Investing in taxable and/or tax-free bond funds may be an ideal way to diversify your investment portfolio. Used in an asset allocation strategy, bond funds may help temper the volatility associated with stock funds while providing regular income payments.
Money market funds. Along with your longer-term objectives, you probably have a list of short-term financial goals. Or, you may want a high-quality, highly liquid "parking place" for your emergency cash fund. Money market funds offer the ideal solution. In addition to providing regular income and easy access to your money, money market funds offer a "conservative" alternative by striving to maintain a stable share price of $1.
With Midwest Financial and Investment Services, you may build a portfolio of mutual funds from a variety of well-respected and experienced fund families. We offer access to hundreds of mutual funds from some of the industry's leading investment managers.
To explore all the mutual fund alternatives appropriate for your goals, please call 1-708-453-5180.
* Securities are offered exclusively through Midwest Financial and Investment Services, Inc., Member FINRA-SIPC, an independent broker/dealer. Products offered through this entity are not insured by FDIC or any other bank insurance, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal. Click on the following link to read about our Order Flow, Business Continuity, and Margin disclosures. SEC Order Execution/Routing Disclosure.
This site is published for residents of the United States only. Midwest Financial and Investment Services' Wealth Management Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site.
