A mutual fund is an investment vehicle that pools money from many investors to invest in a diversified portfolio of securities based on the specified objectives of the fund. Mutual funds offer several advantages such as professional management, diversification, liquidity, and convenience. Liquidity exists because the investor owns shares in the fund instead of the assets within it and can resell these shares back to the fund at their current value. Mutual funds can help manage risk but do not guarantee against loss. Investors should consider the investment objectives, risks, charges, and expenses of each company's products carefully before investing.
HTLF Investment Services provide you with access to some of the industry's most recognized mutual funds such as those listed below.
— American Funds
— Columbia Funds
— Franklin Templeton Funds
— Hartford Funds
— MFS Funds
— Oppenheimer Funds
— Putnam Funds
Prospectuses are available for all the companies shown here, and will contain information about each investment company and their products. Investors should consider the investment objectives, risks, and charges and expenses of each company's products carefully before investing. You can obtain a prospectus for any of the investment companies listed and learn more by visiting their respective websites or by calling the phone numbers listed on the sites. Read the prospectus carefully before investing.
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. Summit Bank & Trust and HTLF Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Summit Bank & Trust deposits and are not FDIC insured. These products are not obligations of Summit Bank & Trust and are not endorsed, recommended or guaranteed by Summit Bank & Trust 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.
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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