Mutual Funds

SG Long & Company offers our clients access to a full, industry-standard suite of mutual funds and mutual fund strategies. Mutual funds are an appropriate investment for individuals desiring to achieve diversification by contributing incremental, relatively small sums of money to a particular strategy. Most, although not all, mutual funds allow minimal initial investments — which make them palatable for most individual investors. They are commonly used in individual IRAs as well as company-sponsored 401(k), 403(b) and profit-sharing plans.

Many firms offer access to a full set of stock, bond, balanced and/or alternative mutual fund strategies — but ultimately it’s the service environment one provides around the fund that differentiates one advisor from another. The financial advisors at SG Long & Company have the experience, expertise and commitment to service necessary to help their clients make well-informed, appropriate mutual fund investment decisions.