Wealth Management Group


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214-986-8578
409 NM Highway 528
Rio Rancho, New Mexico 87124

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Mutual Funds

A mutual funds is a professionally managed investment fund that pools money from many investors to purchase securities. Hedge funds are not mutual funds; they cannot be sold to the general public and are subject to different government regulations. They are generally the most common investment vehicle for retirement plans, such as the 401(k) in the United States. Mutual funds have both advantages and disadvantages compared to direct investing in individual securities. They are generally the most common investment vehicle for retirement plans, such as the 401(k) in the United States. The main advantage of mutual funds is they provide stock diversification and professional investors managing the account. The main disadvantage is the fees/expenses charged.

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409 NM Highway 528 North East
Rio Rancho, NM 87124

Office: 505-892-3300
Fax: 505-892-3400

While you spend time building your business, Bill can help you invest in your family's financial future.

He will first focus on creating strategies to help protect your family's long-term security, while also working towards steadily increasing your nest egg. He can show you imaginative new ways designed to help you increase your business success into potential lifetime prosperity for you and your family.