Mutual Funds

Clear Mountain Investments offers access to mutual funds to help you pursue all of your financial goals. A mutual fund is a company that invests in a diversified portfolio of securities. Investors can purchase shares of the funds as a way to invest in the portfolio. Their investments provide the money for a mutual fund to buy securities such as stocks and bonds.

Investing in mutual funds offers many benefits:

  • Professional Management: Mutual funds are professionally managed, meaning an experienced investor chooses and monitors the investments.
  • Diversification: Mutual funds automatically diversify your portfolio, because they hold a wide variety of securities.
  • Variety: There are many different mutual funds available to help meet your financial needs.
  • Affordability: Mutual funds require a low minimum investment in most cases, plus you receive professional portfolio management and diversification.

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other important information about the investment company. You can obtain a prospectus from your financial representative. Read carefully before investing.

Contact Clear Mountain Investments for more information.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of the Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WV, MD, PA, VA, OH, CT, FL, GA, IN, NC, NJ, SC, and WA.


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