Mutual Funds: Invest in many securities at once.

Looking for ways to manage Investment Risk?

Mutual Funds are a smart way to diversify your Investment Portfolio to spread your risk over several classes of investments.

• Instant Investment Portfolio diversification.
• Manage market volatility through diversification.
• Professional Portfolio management.
  
  Contact a North Shore Investment Services Professional today!

Who is it for?

What's in it for you?

• Quick and easy ways to set up or diversify Investment portfolio.
• The advantage of buying a mutual fund as opposed to a single security is that you get instant diversification. This means that rather than "putting all your eggs in one basket" by purchasing the stocks or bonds of just one company or entity, investing in a mutual fund allows you to instantly purchase the securities of many companies or entities at once. In other words, diversification is an investment strategy that offers you greater flexibility while managing your investment risk.

Mutual funds are sold by prospectus. The Prospectus contains additional investor information such as investment objectives, risks, charges and expenses. A prospectus is available from an Investment Executive. Please read carefully before investing or sending money.

What else you should know.

• A mutual fund is simply a collection of stocks, bonds or other securities owned by a group of investors and managed by a professional investment company. The managers of these funds, diversify their holdings by buying a wide variety of investments within the stated fund category, to reach an investment objective of Current Income, Future Growth, or a combination of Income and Growth. Mutual funds allow investors to benefit from professional management and asset diversification, for which a fee is charged.
• The advantage of buying a mutual fund as opposed to a single security is that you get instant diversification. This means that rather than "putting all your eggs in one basket", by purchasing the stocks or bonds of just one company or entity, investing in a mutual fund allows you to instantly purchase the securities of many companies or entities at once. Diversification does not assure a profit or protect against loss in a declining market.
• You will receive expertise and guidance from one of our investment professionals. Learn more.

Additional Links:

• Check out how Southeast Wisconsin companies fare against the market. Follow North Shore Bank Biz Times WI Stock Index. This regionally focused index is based on prices of publicly traded stocks of nationally listed companies headquartered in Southeastern Wisconsin.