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) consist of individual securities such as CDs, stocks and bonds allowing you the flexibility to custom design a portfolio to meet your investment goals.
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. Depending on your financial goals these instruments can be a fundamental part of a portfolio because they typically reduce your risk and produce a steady source of income.
Stocks
Stocks are commonly used to generate long-term capital gains and growth within an investor's portfolio. Dividend paying stocks can add an income element to your portfolio, are often used in conjunction with fixed income securities to lower volatility, and increase your cash flow.
Annuities
Annuities are long-term investments designed as a source of retirement income. Both fixed and variable annuities offer the benefit of tax-deferred accumulation of wealth. You can choose the withdrawal method that provides you with the ability to align tax obligations to fit your particular financial needs. Some annuities can be structured to provide you a guaranteed income stream for life.
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.
