Mutual Funds

A mutual fund is an investment vehicle comprised of a pool of funds from many investors that buys stocks, bonds and other securities. When you purchase a mutual fund, you get exposure to all the investments in that fund. Mutual funds make it easy to build a diversified portfolio and get professional management, so you don’t have to research, buy, and track every security in the fund.

With thousands of mutual funds to invest in on the market, it can be difficult to find the right mutual funds for your portfolio. FinTrust makes investing in mutual funds easier. We have the tools to research, compare and trade mutual funds all in one place, or the expertise to build and manage a diversified portfolio for you.

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Annuities

Annuities offer you guaranteed income for life, in any market. At FinTrust, our experts can work with you to see if an annuity would complement your retirement income plan. We work with a variety of annuity and insurance providers to get you a great product at a great rate.

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Options

Options provide investors with flexibility and are often overlooked at a way to generate income from a stock portfolio. Our option strategies are aimed at increasing yield and provide some downside protection during periods of market downturns.

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Bonds and Fixed Income

FinTrust offers an extensive selection of fixed income investments, including bonds, bond funds and ETFs, CDs, and preferred stock. Whether your goal is to diversify your investments, save for the future, receive dependable income, or minimize taxes, fixed income investments may have a place in your portfolio.

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Exchange-traded funds (ETFs)

An ETF, or exchange traded fund, is an investment fund or portfolio of securities that holds assets like stocks, bonds or commodities. Most ETFs track market indexes, from the very broad to the very narrow. ETFs aren’t purchased or sold once a day like a mutual fund, but instead trade like stocks on an exchange and experience price changes throughout the day as shares are bought and sold from one investor to another.

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Stocks

A stock represents a share in the ownership of a company, including a claim on the company’s earnings and assets. As such, stockholders are partial owners of the company.

Stocks are bought and sold electronically through stock exchanges, the two primary ones in the United States being the New York Stock Exchange (NYSE) and the National Association of Securities Dealers (NASDAQ).

At FinTrust, we can build and professionally manage a portfolio of individual stocks designed to meet your long-term investment goals. Our portfolios are diversified and designed to perform in all market cycles, and weather volatility so that you can achieve your goals with confidence.

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Municipal Bonds

Master Limited Partnerships (MLP)

Mortgage Backed Securities (MBS)

STILL HAVE QUESTIONS?

Our mission is to deliver financial peace-of-mind with unequaled confidence and conviction.

Contact us to learn more.

Phone: 864.288.2849

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