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Mutual Funds
What Is A Mutual Fund?  
A mutual fund is a pool of money invested for you by an investment firm in a variety of instruments like stocks, bonds, or government securities. Each mutual fund is different in its make-up and philosophy. As an investor, look for funds with objectives and risk levels that match yours, as there are mutual funds to meet every investment style. There are funds that focus on growth, on income, on stability, and funds that offer tax-free investing. Each one has its own particular investment objective.

When you choose a family of funds, you have the added advantage of controlling your investments as your needs or goals change. With most, you can move your shares from one fund to another within the family of funds to focus on different objectives.

For making a major purchase, to financing a child’s education, to planning your retirement, most of us have several financial goals during our lifetime. Consider mutual funds as an investment choice to help you prepare for your future needs. As little as $50, you can get started.

Additional information on mutual funds is available on our site. Tips on successful mutual fund investing, reading a prospectus and more are provided here to increase your understanding of mutual funds, to help you get you started, and to assist you in making the right decisions to reach your financial goals.

Benefit from the experience of the professional people at MEA Financial Services/Paradigm Equities to assist you in making a choice of the funds that will best help you meet your future goals.

  Available Fund Families

Mutual Funds,an important piece of your financial plan.

Professional Management
Managed by professionals, the decisions on how your money is invested are based on knowledge, experience, and research of market conditions.

Minimize Risk – Mutual funds can help limit your exposure to risk as they invest in a diverse array of securities.

Liquidity – Mutual funds are liquid and can be converted to the cash equivalent of their current market value on any business day. Remember mutual funds invest in the market, so investments in the mutual funds are subject to market risk which may cause value to fluctuate including loss of principal and therefore may be worth more or less than your original investment amount.

Benefit from the experience of the professional people at MEA Financial Services/Paradigm Equities to assist you in your choice of a mutual fund company.

Obtain information on how you may contact a MEA Financial Services representative, have a representative contact you, or receive additional information by completing our Product Information coupon.

Unfamiliar with mutual funds terminology? Visit our "Glossary of Investment Terms".

The Securities and Exchange Commission (SEC) Rule 17a-3(17)(i)(B)(1). This rule requires all Broker/Dealers and Investment Firms to update each of their customers’ financial profile and suitability information every 36 months. The purpose of this update is to insure the customer’s financial profile, risk tolerance and investment objectives are correctly matched with the type of investments where the funds are currently placed.

Please view the documents here. If you need additional copies of the Confidential Customer Record you may print those here.

· Customer Record Update Letter

· Confidential Customer Record Update

Disclosures:
Investments in the Mutual Funds are subject to market risk which may cause value to fluctuate including loss of principal.

For more complete information about funds including a fund's objectives and risks, and its charges and expenses, please call 1-800-292-1950 for a product prospectus. Please read the prospectus and carefully consider the investment objectives, risks and charges and expenses and other information before investing because these factors will directly affect future returns.

The listing of Mutual Funds (or Variable Annuities) on this page is not to be construed as to constitute an offer to sell or solicitation to buy such securities. For more information, contact your Investment Consultant

FINRA requires all Broker/Dealers and Investment Firms to update each of their customers’ financial profile and suitability information every 36 months. The purpose of this update is to insure the customer’s financial profile, risk tolerance and investment objectives are correctly matched with the type of investments where the funds are currently placed.

 
PRIVACY POLICY DISCLOSURES SECURITY BUSINESS CONTINUITY PLAN FINRA MEA MESSA
 
 

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