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Mutual Funds

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We are Here to Help You

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

Managed Account Services

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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Features & Benefits

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Meet with a WFS Financial Advisor to discuss your financial goals in order to develop the right investment plan specific to your unique financial needs.

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Market Summaries

Access videos and interactive multimedia covering current market performance, important current events and key data release dates.

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Calculators

We offer a wide variety of interactive and easy to use financial calculators that can help you determine and plan your investment, retirement and educational savings goals, giving you interactive charts and graphs to help visualize and monitor your progress.

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Newsletter

Stay up-to-date on the latest financial issues across a variety of topics including retirement, investments, personal finance, annuities, insurance, taxes, college, government benefits and more.

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Seminars

Attend a complimentary seminar and join leading industry experts to discuss topics designed to give you the information you need to make important life decisions.

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