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Mutual Funds
Why Geoffrey Richards?
Our Financial Consultants have the resources to select
mutual funds from an extensive universe to provide a portfolio suited to
your investment objectives. Our Financial Consultants provide performance
monitoring and recommendations as needed, and our offerings include:
One place to make transactions, including no load funds
One statement summarizing all portfolio positions
One consolidated tax report at year end
One source for service and research
Because Your Needs Are Unique
With more than 15,000 mutual funds in the marketplace
today, many investors are overwhelmed by the imposing task of sorting
through so many alternatives. Where do you start to find the right fund or
blend of funds for you?
Geoffrey Richards can guide you through the mutual-fund
marketplace. Our experienced Financial Consultants can help clarify your
investment needs, develop an appropriate strategy, analyze any funds you
currently hold, and help you select funds that make sense for you and your
financial goals.
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