Mutual funds make investing safe and easy.
Investing in a mutual fund is a way to put your money to work for you, without the endless worry that comes with more risky investments like .
Let your money multiply.
Stock and bond trading as a lone investor can be tough road with significant barriers to entry. It takes time and money to learn the ropes of ever fluctuating markets.
The key to a mutual fund’s success is diversification.
A focus on diversification becomes apparent when we notice that M3 Mutual Funds can invest in hundreds of securities. If any one investment underperforms, successful components of the portfolio are bound to compensate the loss. That means less risk for you, the investor!
A low cost investment strategy for retirement, college, and more.
Investing in stocks and bonds can get expensive when commissions start adding up. With a mutual fund you simply pay one simple expense ratio.
Leave it to the pros – professional investment management you can trust
No more watching stocks rise and fall daily. Professional managers are on it for you. They ensure your investment portfolio takes advantage of new opportunities, avoids pitfalls, and maintains the diversification that leads you to success.
Life is easy in the Digital Age—their are diverse ways to invest in mutual funds.
Trade mutual fund shares with M3 over the phone or online. Mutual funds can be micromanaged. You have the option to control the percentage you invest in any particular financial vehicle or market. But for those looking to put their wealth accumulation in cruise control, you can invest in one simple fund and let professional managers handle the rest.
Mutual fund managers with financial experience you can trust.
Our team come from Fortune 500 financial institutions like Morgan Stanley and Wells Fargo. M3 Asset Group’s solutions include private equity funds, real estate funds and customized funds of hedge funds. In addition, we provide investment advice and management services to institutional investors through a variety of investment vehicles. The firm’s goal is to deliver you impressive returns and capital preservation over the long term through a rigorous application of sharp intellectual, skilled management and our significant capital resources.
Different types of mutual funds
M3 can help you build a portfolio that helps you achieve your investment dreams.
We’re here to help.
We welcome proactive clients who love doing financial research on their own. But we love helping those who don’t know where to start or what their mutual fund options are.
All In One Mutual Funds help those who want their money to grow, but don’t have the time or desire to micromanage their portfolio.
All In One Mutual Funds are perfect for retirement savings, while you’re hard at work earning that nest egg. When you retire the mutual fund can be distributed in payments that you chose while still accruing returns. You might also want to save for your children’s college tuition in this manner, pulling our funds when the kids head off to university.
Building a Customized Portfolio is perfect for those who enjoy following markets and making conscious investments that fit their goals and passions.
The most common types of funds your Customized Portfolio is built upon are Bonds, Money Market, Stock, International, and Sector funds. You’d do well to learn the ropes of creating a balanced portfolio and learning how certain funds act as buffers in different financial climates. For instance, you can opt for higher risk investments like stocks during economic upturns, or more conservative investment vehicles such as bonds when cycles are at low points.