diversify your portfolio
for growth or income
Mutual FundsYou have important future goals - saving for a down payment on a new home or a second home, funding a new business, saving for a child's education, or simply increasing your current income. Depending on your time horizon and risk tolerance, mutual funds may be a cost-efficient and convenient investment option to help you build your financial assets. Mutual funds leverage the combined assets of people with similar, long-term investment objectives, such as increasing current income or investing for long-term growth. The fund manager selects and purchases shares in companies that have the potential to best achieve those objectives. By investing in mutual funds that invest in many companies you diversify your risk and enjoy lower expenses than if you purchased a given company's stock in the open market. Legacy Investments and Insurance Group can help you analyze your
current situation and tailor a mutual fund plan that's right for you.
We'll carefully review your objectives, your investment philosophy and
your time horizon to ensure the program we agree upon comfortably meets
your specialized circumstances. And we'll stay with you as your goals
change and restructure your plan to fully capitalize on your gains. Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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