Many investors prefer simplicity in their portfolio and as a result, find mutual funds to be a great option. At Baron Financial Group, our advisors can help you make the most of the accessibility, versatility, and structure of mutual funds, and help you determine if adding a mutual fund to your portfolio would be beneficial for your individual savings and investment objectives.
A mutual fund is an investment security that allows investors to pool their money into one professionally managed investment. Mutual funds can invest in stocks, bonds, cash or even a combination of those assets, and that variety of investments can make it easier for you to diversify than through ownership of individual stocks or bonds.
It is estimated that today more than half of American households invest in mutual funds. However, not all mutual funds are created equally, which is why our financial representatives take an in-depth look at which funds will be a good fit for you and your goals, and best help solidify your financial future.