"Make Your Money Count"

Do you have questions on how to invest your money, or what investment options are available? Summit is a full-service brokerage firm with advisors that have decades of experience. Our advisors can help you invest your money, plan for retirement, assist in Estate planning, set-up 529 college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. Please look at our products and services page for more information on what we offer. 

April: Mutual Funds

A Mutual fund is an investment vehicle made up of a pool of money collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and other assets. Mutual funds are operated by professional money managers. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.*

Keep in mind:

Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Phillip Burton at 304-363-0073 to obtain a prospectus, which should be read carefully before investing or sending money.

*https://www.investopedia.com/terms/m/mutualfund.asp

 

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