Whether you're looking to invest in tax favored retirement IRA's, diversified Mutual Funds, Annuities, Stocks & Bonds, or just want the ease of professionally Managed Accounts, Wings Financial Advisors are here to help you discover the Investment strategies that fit your financial situation, goals and objectives, as well as your risk and growth potential.
With Mutual funds investors pool their money into a diversified, managed portfolio of securities. This gives ordinary Americans access to professional fund managers. These mutual fund managers decide the best time to buy and sell providing you the expertise of investment professionals. Funds are aggressive, conservative and places in between. Whether you invest in Money Markets, Stock Funds, Exchange Traded Funds, or Bond Funds, Mutual Funds are one way to engage your money.
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Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Managed account portfolios come in many different structures. Some are for conservative investors, some for more assertive investors and some for those in between. Some portfolios focus on tax managed investing and others on growth investing with less regard for tax consequences. Some portfolios are more focused on generating income and others on growth.
Portfolio holdings can consist of institutional class mutual funds, exchange traded funds or even individual securities.
Managed accounts typically assess quarterly fees to pay for the professional management of the funds.
The benefit to Managed accounts? They are highly diversified and professionally managed – so you can be confident, knowing investment professionals are overseeing your portfolio.
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When you invest in individual stocks, you become a part owner of the business, with all the ups and downs. You can vote at shareholder meetings and receive profits allocated to owners. You may get very high returns, but you may also lose money.
Bonds, on the other hand, are an agreement to loan money to a company or government in return for regular payments. While stocks fluctuate, bonds are often more stable. But with either, you’re counting on that one entity, and that can be risky.
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For more complete information about variable annuities, mutual funds or other investments, including charges and expenses, obtain a prospectus from your representative. Read it carefully before you invest or send money. Consider the investment objectives, risks and charges and expenses of the product carefully before investing. The prospectus contains this and other information about the investment company.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.