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Features Diversity - A family of funds meets a variety of investment goals and risk tolerances:
Investment Liquidity Professional Money Management Dollar-Cost Averaging - A systematic approach in which equal amounts are invested at regular intervals. Asset Allocation - The process of selecting the right combination of stocks, bonds, and cash, or an appropriate mutual fund offering growth, income, or stability of principal. |
Benefits A diversified investment strategy means your client won't be putting all of their eggs into one basket. Your clients can match their financial objectives and willingness to accept risk with the objectives stated in the fund's prospectus. Your clients can move their money among mutual funds as economic conditions or their investment objectives change. The investment managers are experts. Your clients won't have to worry about making day-to-day investment decisions. By investing systematically, your clients can avoid trying to time the market to take advantage of market fluctuations. While it will not guarantee profit or protect against loss, dollar-cost averaging can help avoid buying at market peaks and selling at market lows. Asset allocation decisions are complex and necessarily individual and subjective. Where and how your clients invest their money should be based on their age, situation, long- and short-term investment objectives, and risk tolerance. | |
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Ohio National is not affiliated with, nor does it endorse or sponsor any particular prospecting, marketing or selling system. |
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