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Why You Should Consider Mutual Funds
For
many investors, mutual funds are an important part of their portfolios.
That's because mutual funds offer:
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Professional
Management. You
don't have to decide which securities to buy and sell and
guess the timing of the market. Experienced professionals
do it for you.
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Diversification.
One of the keys to a sound investment strategy
is balancing risk and reward. By investing in many securities,
mutual funds attempt to minimize potential risk. |
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Variety.
There is a mutual fund to meet virtually any investment
objective. |
Whitney Securities®
Can Help You
With Mutual Funds
Through Whitney Securities®, you have the opportunity
to invest in over 6,000 mutual funds-from very aggressive to conservative.
Need help in deciding which funds are best
for you? A Whitney Securities® Investment Consultant
can help you evaluate funds from many well-known fund families.
Your Investment Consultant will help you develop an investment
plan using asset allocation methods based on your risk tolerance
and financial goals. Call 1-800-385-4188,
Monday through Friday, 8:30 to 4:30 CT to get started.
If you've already done your own research and have
made your own decisions, you can use the
No
Transaction Fee Program to buy and sell no load mutual
funds from many well-known fund families. And you save the usual
$40 processing fee to buy and sell no-load mutual funds. See our
commission schedule for more details.
Trading on Margin
Whitney Securities, L.L.C. offers brokerage services to clients, including margin accounts for those clients who meet certain credit criteria. Whitney Securities, L.L.C does not itself extend credit to clients. Margin lending is provided by our clearing firm, National Financial Services, L.L.C., a Fidelity Investments® company. Most accounts are eligible for margin, except Retirement, Estate, Fiduciary, and UGMA/UTMA accounts.
If you already have a Whitney Securities brokerage account with at least $5,000 in equity and would like to apply for margin, please call us at 1-800-385-4188, Monday - Friday,8:30 to 4:30 CT.
Whitney
Securities®, L.L.C., a subsidiary of Whitney National
Bank, is a member of the FINRA and SIPC. All securities products
and services are offered exclusively through Whitney Securities®,
L.L.C. Investors should know that:
 Are
Not FDIC Insured |
Are
Not Bank Guaranteed |
May
Lose Value |
Whitney
Securities®, L.L.C. is registered as a broker-dealer in the following
states: Alabama, Colorado, Florida, Georgia, Louisiana, Mississippi,
New York, North Carolina, Pennsylvania, South Carolina,
Texas, Virginia and Washington.
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