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Why use an Investment Professional?

Did you know that in 1996 more than 500 new mutual funds were introduced?¹ Did you realize that mutual funds now outnumber the stocks listed on the New York Stock Exchange and the American Stock Exchange combined?² Your investment choices today include more than 9,700 mutual funds!³ To determine which funds are best suited to your financial needs, you should first ask yourself:

  1. What are my investment goals?
  2. What is my present financial situation?
  3. How much time do I have to achieve my goals?

If you need some help answering these questions, you're not alone. Many investors simply don't have the time or inclination to keep up with the wide selection of investment choices offered today. That's why many investors choose to work with an investment representative. By taking a full-service approach to investing, you put a professional's training, knowledge, experience, and resources to work for you.

To help measure your investment savvy, take our Investor's Challenge quiz.

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¹ Source: Investment Company Institute, 1996.
² Source: Investment Company Institute, American Stock Exchange, New York Stock Exchange, 1996.


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