A mutual fund is a company that invests in assets of various and diverse components. Every mutual fund comes with a specific investment objective which can vary from capital appreciation to income to a combination of both. While mutual funds provide many advantages including diversification, liquidity, and professional management, the ultimate decision as to what specific fund is suitable can be challenging to any client. Joseph Gunnar & Co. clients have access to thousands of mutual funds managed by teams of portfolio managers and research staff. Numerous fund families are also offered ranging from basic money market funds to fixed-income/income-oriented funds to small-cap, growth and balanced funds as well. Fidelity Mutual Funds are also available to you through Joseph Gunnar & Co.

Joseph Gunnar & Co. can help you decide which mutual fund is most appropriate for you based upon your financial and tax status as well as your investment objectives.