Whether investing for retirement, education, travel, a new home or simply for a rainy day, mutual funds can help achieve your objectives. Mutual funds are not just investments; they offer an effective and convenient way to structure a financial plan.
Mutual funds offer several advantages over individual stocks and bonds –
- Professional management - by experienced professionals who monitor investments on your behalf
- Diversification - a mix of holdings can reduce volatility because the effect of one bad investment will typically be offset by better results in the rest of the portfolio
- Liquidity – fund shareholders can generally sell shares at any time at the current market value
- Convenient services – a range of services including online account access, automatic investing and withdrawal programs, reinvestment of fund distributions and exchanges between funds
Call or e-mail for further information about Mutual Fund opportunities that would work for you.
Because Mutual Funds involve a wide range of financial instruments we want
you to know that:
John Lococo and Judy Lococo are registered representatives and investment advisory affiliates with American Investors Company, Member FINRA/SIPC, Registered Investment Advisor, and, as a result of that association, may offer securities and advisory services to her clients. American Investors Company, John Lococo and Judy Lococo are licensed in California and may only transact business in that state.
You can learn more about the FINRA at www.finra.org
If you do not reside in California, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state. Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus.
For our Broker Dealer Business Continuity Plan visit www.americaninvestorsco.com
Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus.