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Through ForestersTM, your Financial Representative, who is also a Registered Representative of
Foresters Equity Services, Inc
(FESCO), Member NASD and SIPC has access to a wide range of mutual funds.
Mutual Funds1 can be the highlight of your investment strategy.
Can investing truly be simple, convenient and smart? With a mutual fund, the answer is yes. You see, very few of us have the time or knowledge to track the stock market - let alone the ability to successfully build a portfolio of individual stocks or bonds. A mutual fund can provide the convenience, flexibility and diversity to make investing less complex2.
So how does it work? At Foresters Equity Services,
Inc., a wholly owned subsidiary of Foresters, we offer mutual funds from several investment management companies in America. Our goal is to provide you with reliable information on mutual funds that meet your financial objectives. It's a point of pride that we provide you with mutual fund families that have long-term track records and demonstrated results3.
Mutual funds offer you a number of brilliant benefits including:
Professional Management – Professional Managers track the stock market and make investment decisions for the funds they manage based on extensive research into the financial performance of individual companies throughout the world. They work full-time at managing your money.
Flexible Objectives – Whatever your goal, to grow your money, to create an income or perhaps both, Foresters Equity Services can provide a fund to meet your objectives. Mutual funds range from conservative to aggressive, from low risk to high risk4. Your financial advisor can help you select the fund that fits you best.
Diversification With Lower Risk – Most financial advisors agree you should diversify to reduce your risk. Mutual funds make that easy; by owning share of just one mutual fund, you could be investing in as many as 50 to 500 companies at one time. This diversification helps reduce risk.
To achieve long-term goals, your money must work harder than ever. Like many people, you may be trying to put a little money aside every month in a savings account.
Funding Your Retirement Plan – Your IRA, 401(K) or SEP can be set up using the mutual fund of your choice. Depending on your plan, you can set aside from $3000 to $11,000 a year in a mutual fund that matches your investment objectives. (For more information on retirement plans, ask your Financial Advisor at Foresters Equity Services for a copy of our booklet, "Learning about Investing for Retirement".)
Saving For College – you can also use mutual funds to fund an Education Savings Account ("ESA") for your child, contributing up to $2,000 a year, depending upon your income.
Another opportunity available for college savings is called a 529 Savings Plan5. Contribution limits are higher with no income limitations.
If you want to simplify your investing without sacrificing quality, consider one of the several mutual funds offered by
Foresters Equity Services. They are an important tool in helping you meet your long-term goals, such as funding your retirement plan or saving for college. Your Financial Representative at
Foresters Equity Services can help you get started. He or she can conduct a confidential analysis of your financial needs and discuss the various options that might make sense for you and your family.
Foresters Equity Services – Personal Service, Quality Investments –
Foresters Equity Services is a wholly owned subsidiary of Foresters created to help our clients develop personalized investment strategies. The goal of
Foresters Equity Services is to provide you with reliable information on mutual funds that meet your investment objectives.
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