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Mutual Funds

Non-deposit products are not FDIC insured, are not deposits, and may lose value.

Whether you’re a small or large investor, prefer conservative or aggressive investments, mutual funds work to give you an opportunity for capital appreciation or competitive yields, liquidity and relative safety. That is because mutual funds (companies that pool the assets of many shareholders) provide diversification-with the added benefit of professional management.

Whatever your investment objectives and desired level of risk, there are mutual funds to match. From conservative to aggressive; from immediate income to long-term growth; you choose the fund or funds that best meet your investment needs:

  • Money Market Funds
  • Fixed Income or Bond Funds
  • Equity or Growth Funds
  • Balanced Funds
  • Specialized Mutual Funds

If you are looking for a versatile investment that offers opportunities for everyone, consider mutual funds; the choice of many investors.

Mutual Funds are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus contains additional information included charges and expenses, please read carefully before investing or sending money.

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Located at: 125 N. Third Avenue, Oakdale, CA 95361, 866.844.7500

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: * Not FDIC insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Form CRS, Privacy Policy, and Business Continuity.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 125 N. Third Avenue, Oakdale, CA 95361

View Cetera Investment Services Privacy Policy, Important Information, and Business Continuity.

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.