Investment Products
Mutual Funds & Unit Investment Trusts
These securities offer broad diversification and professional management as well as convenience and liquidity. Mutual funds and Unit Investment Trusts (UITs) are often used as “core” holdings to a well-balanced portfolio, with individual securities such as CDs, stocks and bonds being used to custom design a portfolio to each investor’s specific unique needs.
Fixed Income
Fixed income investments such as U.S. Savings Bonds, GNMAs, CDs and corporate bonds can provide income and stability to a well diversified investment portfolio. These instruments are often used to decrease risk and increase income to the client.
Stocks
Stocks are most commonly held to generate long term capital gains and growth within an investor’s portfolio. Dividend paying stocks can add an income element to a portfolio and are often used in conjunction with fixed income securities to lower volatility and increase cash flow to investors.
Annuities
Both fixed and variable annuities offer the benefit of tax deferred accumulation of wealth. Investors may choose their withdrawal method and can therefore control their tax obligations as best fits their particular financial need. Annuities may also be structured to provide an income stream for life.
For more information email, call 215.721.2112 or visit any one of our convenient Financial Service Centers located throughout Bucks and Montgomery Counties.
Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.