MUTUAL FUND SAVINGS AND INVESTMENTS

PROFESSIONAL MUTUAL FUND ADVISEMENT

Mutual funds can often allow individuals to grow their investment portfolio. Mutual funds are represented by a portion of your savings, these savings are placed into a pooled fund that is then managed by professional advisors. Mutual funds can offer more buying or purchasing power for individuals that can lead to much larger returns. Mutual funds can offer an increase savings amounts and professionals wealth management services to help you reach your financial goals.

At Puhl Employee Benefits we can help you with your mutual fund’s and savings needs. We have the experience, and work with a variety of providers of mutual funds to help grow you mutual fund portfolio. Feel free to contact Puhl Employee Benefits today to learn how we can help you get the most from your mutual fund savings!

CONTACT US

Mortgage referrals and insurance products, including segregated fund policies, are offered through Puhl Employees Benefit Inc., and Investment Representatives Dane Ozorio/Lorna Phelps and David Puhl offering mutual funds through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. 

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Mutual funds pool together a number of individual investments into a single account, that is then managed a by professionals. Theses accounts provide a more impactful and often rewarding invest portfolio for the investing parties. Your mutual fund investment plan is custom tailored to meet your goals and your respective investment comfort levels. Your mutual fund investment plan can be added to altered in any way to better suit your lifestyle, investment needs and personal comfort levels.

Investing with mutual fund investment plans can offer a range of benefits. The pooled buying power and professional advisement of your mutual fund can lead to several large advantages such as:

  1. Professionals can create highly effective and diversified mutual fund portfolios to protect and get the most from your investment.
  2. Pooled investment amounts can offer better investment opportunities that lead to larger personal returns.
  3. Mutual funds can offer increased personal liquidity with investment withdrawal options.
  4. Mutual funds are cost-effective ways to bet the most from your investments.