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. Investors should carefully consider the funds investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.

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.

Please note:

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST:

• The product is not a deposit or other obligation of the Bank and is not guaranteed by the Bank.
• The product is not insured by FDIC or any agency of the United States or the bank.
• There is investment risk associated with the product, including the possible loss of value.

View PRIMEVEST privacy policy and other important information.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Mutual Funds are sold by prospectus. A prospectus may be obtained from an Investment Executive and contains information such as investment objectives, risks, charges, and expenses. Please read carefully before investing or sending money.