Investing in Mutual Funds| Wescom Wealth Management

Investing in Mutual Funds

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We know that the mutual fund landscape can be confusing to the average investor, but our LPL Representatives are available to help explain what mutual funds are, how they work, and the different types that are available to you.

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Our mutual funds offer you a cost-effective product designed to diversify your portfolio, generate income, and provide growth potential. We work with industry leading fund families to provide you quality fund options covering Equity, Bond, and Alternative fund options and more.

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A Variety of Fund Choices to Meet Your Investment Needs

Mutual funds offer investors the advantage of diversification and may decrease the risk of being wiped out by a single bad investment.

A mutual fund functions as a managed collective investment product — meaning it pools money from many investors to purchase securities. In return, these investors share in the investment’s total performance.

We work with nationally recognized mutual fund families to offer you thousands of mutual fund options that can be tailored to your specific investment needs including, Equity, Bond, and Alternative Fund types.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wescom Central Credit Union and Wescom Financial Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wescom Financial Wealth Management, and may also be employees of Wescom Central Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wescom Central Credit Union or Wescom Financial Wealth Management. Securities and insurance offered through LPL or its affiliates are:

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Investing in Mutual Funds

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Mutual Funds

We are Here to Help You

Managed Account Services

A Variety of Fund Choices to Meet Your Investment Needs