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Mutual Funds

Mutual funds allow a group of investors to pool their money together and invest it. This cost-effective investment vehicle offers you more opportunities to invest in a wider range of stocks and bonds than you would be able to afford on your own. Mutual funds offer you the opportunity to diversify—or invest in many different areas—with just a single investment. While investing in mutual funds involves risk, including loss of principal, they can help reduce concentration in any one investment.

Mutual funds come in many forms, and your Financial Advisor will help you find what aligns with your budget and goals.

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Why Mutual Funds?

Diversification

With a single investment, you can invest in several different areas. Diversification offers your portfolio more protection; even if some of your investments aren’t doing well, you’ll still be able to benefit from the ones that are. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Professional Management

Fund managers are experts. They decide where to invest and when to buy and sell. They have the knowledge and the resources to make these decisions, and you stand to benefit from their expertise.

Fewer Transaction Fees

A mutual fund enables you to own a share of many different companies without having to pay individual transaction fees for each purchase. You’ll spend more of your money on your investments rather than on fees.

Flexibility and Access

Many mutual funds offer you the opportunity to buy and sell your shares on a daily basis, in an effort to provide you with more freedom to access your money.

The benefits of investing with Wealth Management at Redstone Federal Credit Union



Financial Advisors

Work with Financial Advisors who are knowledgeable, experienced, and focused on helping you succeed using practical investing strategies that fit your life.

Free Portfolio Review

Receive a free portfolio review with your Financial Advisor, allowing you to assess where you are now, outline a comprehensive investment plan, and address your questions and concerns.

All in one

Enjoy the convenience of having it all in one place when you invest with Wealth Management at Redstone Federal Credit Union.

24/7 Access

View your investments 24/7 with Redstone's free Online Banking tools.

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Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Redstone Federal Credit Union (RFCU) and Wealth Management at Redstone Federal Credit Union (WMRFCU) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name WMRFCU, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or WMRFCU. The WMRFCU site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.

Redstone Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Redstone Federal Credit Union Guaranteed Not Redstone Federal Credit Union Deposits or Obligations May Lose Value

LPL Financial Form CRS