Office Locations

Madison, WI
1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
Suite 200
Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Rockford, IL
6952 Rote Rd.
Suite 400
Rockford, IL 61107

(888) 856-8801

Non-Proprietary Managed Mutual Funds

A mutual fund is an investment vehicle that consists of a pool of funds collected from many investors. Mutual fund investors combine their money to gain economies of scale for investing in securities such as stocks, bonds, money market instruments, and similar assets.

A mutual fund is an investment vehicle that consists of a pool of funds collected from many investors. Mutual fund investors combine their money to gain economies of scale for investing in securities such as stocks, bonds, money market instruments, and similar assets.

One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds, and other securities, which is nearly impossible to create through direct investment in individual stocks and bonds. Each shareholder participates proportionally in the gain or loss of the fund.

Additional Investment Types

To learn more about the services SVA Plumb Financial can provide for you, contact us at (888) 856-8801.