Mutual Funds
Through mutual funds, investors delegate investment decisions to the fund's professional money managers -
decisions such as which securities to hold, when to buy and sell. Investors can also access a diversity of
securities as opposed to investing on their own. Mutual fund investors select funds with an investment
objective that most closely matches their goals. For example, you may want to maximize current income,
maximize long term growth of your investment or a combination of growth and income or want more tax efficient
investments. Whether you are looking for growth, income, or tax efficiency, together with UVEST we offer
access to over 1,000 funds and can meet every need.
Talk to us today to learn more about mutual fund investments. Contact us at:
Email: fbfin.serv@uvestmail.com
Call: (800) 400-7067
You should consider a mutual fund's investment objectives, risks, and charges and expenses carefully before
investing. Contact your Financial advisor to request a prospectus, which contains this and other information
about a specific mutual fund. Read it carefully before you invest.
Past performance is no guarantee of future results. Investment return and principal value of a mutual fund
will fluctuate causing shares, when redeemed, to be worth more or less than their original cost.
Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, Member
FINRA www.finra.org /SIPC www.sipc.org. UVEST and FB Financial Services are independent entities.
| Not FDIC Insured |
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Not Bank Guaranteed |
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May Lose Value |
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| Not Guaranteed by any Government Agency |
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Not a Bank Deposit |
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