MUTUAL FUNDS

Your mutual fund investment professionally managed by LifePlan.


A mutual fund is a type of professionally managed investment that pools your money with other investors. The fund’s managers then use the pooled money to buy securities for the group. A mutual fund’s primary advantage - it provides automatic diversification and should be less volatile.


Did you know that a single mutual fund can hold thousands of different stocks and bonds? For this and other reasons, mutual funds are the one of theways to begin investing.


An easy way to invest in a pool of stocks


A mutual fund is an easy way to invest in a pool of stocks, bonds and other securities that is managed on your behalf by a professional money manager.


For most individual investors, mutual funds provide the easiest way of maintaining the right mix of investments. To achieve the same thing on your own you need a lot of money to invest and lots of time to manage your investments.


Mutual Funds Representative can help you find the mutual fund that suits your needs and is there to help you at every step. We can advise you how Mutual funds are investment companies that make investments on behalf of individuals or institutions with similar financial goals. Mutual funds offer you the opportunity to group your money together with other investors and buy stocks, bonds and other investments "mutually."


Here are some of the advantages to invest in Mutual funds:

  • Investment diversification within a single fund
  • Professional investment management
  • Low minimum investment amount
  • Flexibility to exchange funds within the same fund family
  • Provide various investment objectives for different investor needs
  • Provide automatic reinvestment of income dividends and capital gains
  • And more. - delete



Contact our Qualified LifePlan Consultant or Financial Planner Today.


Our qualified consultants will take the time to review your current investment account and see if your investments holding have the right asset allocation and are managed according to your risk tolerance.