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Mutual Funds & ETF's

 

While the selection of the proper investment choices can often be overwhelming, guidance from our team of Financial Advisors at Genesis Wealth Advisors can help your investment portfolio suit your unique needs.

  • Mutual funds offer the advantage of professional management
  • Investors in mutual funds may benefit from diversification
  • Through Lincoln Investment, Genesis Wealth Advisors can offer access to more than 3,000 funds from 76 fund families

 

A mutual fund is a company that pools money from many investors and invests the money in stocks, bonds, short-term money market instruments, other securities or assets or a combination of these investments.

 

Because professional managers provide ongoing supervision of mutual fund holdings, mutual funds can be a quick and efficient means of managing money.

 

In addition, mutual funds may provide diversification, an important element of a well-rounded investment portfolio.

 

‚ÄčThe primary benefit of both mutual funds and ETFs is diversification. By investing in a mutual fund or ETFs, you are buying into a diversified portfolio of stocks or bonds to achieve a stated goal, such as growth or income.

 

 

Investing in Mutual Funds

 

If you are considering the purchase of a mutual fund to diversify your portfolio, you are probably wondering where to start. Our team of Financial Advisors at Genesis Wealth Advisors can establish a roadmap that will help you meet your financial objectives, with respect given to risk tolerance, asset allocation and goals.

 

After your investment strategy is established, we make investing simple. Our team of Financial Advisors can help you research and select top-quality mutual funds. 

 

If your needs require a more customized approach, Genesis Wealth Advisors offers managed accounts that include mutual funds chosen for their proven track records, style consistency and key performance measures. We offer the benefits of professional management and a flexible fee structure including no-load funds to help you control costs.

 

Our team of Financial Advisors will align your risk tolerance with an appropriate mutual fund investment strategy and monitor your asset allocation to ensure it remains current with your evolving needs.

 

Investing in Exchange Traded Funds (ETFs)

 

A portfolio of ETFs can offer exposure to specific sectors of the market helping to diversify your portfolio. Our team of Financial Advisors can help you select an appropriate mix of ETFs that will help you move toward your financial objectives.

 

Genesis Wealth Advisors also offer professionally managed portfolios of ETFs matched to your risk tolerance and investment goals. A managed account containing ETFs can offer low cost and a high degree of diversification. Professional management of your portfolio allows for incremental adjustments to limit or increase exposure to different sectors of the market based on an analysis of long-term market trends.

An exchange-traded fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs are typically registered as unit investment trusts (UITs) or open-end investment companies whose shares represent an interest in a portfolio of securities that track an underlying benchmark or index. Some ETFs that invest in commodities, currencies or commodity- or currency-based instruments are not registered as investment companies. Unlike traditional UITs or mutual funds, shares of ETFs typically trade throughout the day on an exchange at prices established by the market. These ETFs are not managed by the issuer. Investors must buy or sell ETF shares in the secondary market with the assistance of a stockbroker. In doing so, the investor will incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.




To learn more about investing in Mutual Funds and ETF's and other financial services, contact Genesis Wealth Advisors to schedule an appointment today.

 

 

*Diversification does not guarantee a profit or protect against a loss. Actual investment return and principal value of both investments will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

A plan of regular investing does not assure a profit or protect against loss in a declining market. You should consider your financial ability to continue your purchase throughout periods of fluctuating price levels. Please obtain a prospectus for complete information including charges and expenses. Read it carefully before you invest or send money. An exchange-traded fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.

ETFs are typically registered as unity investment trusts (UITs) or open-end investment companies whose shares represent an interest in a portfolio of securities that track an underlying benchmark or index. Some ETFs that invest in commodities, currencies or commodity-or currency-based instruments are not registered as investment companies. Unlike traditional UITs or mutual funds, shares of ETFs typically trade throughout the day on an exchange at prices established by the market. These ETFs are not managed by the issuer.

Investors must buy or sell ETF shares in the secondary market with the assistance of a stockbroker. In doing so, the investor will incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.