Like many people, you may find the number of decisions that need to be made when it comes to investing your money overwhelming. With so many investment options readily available, determining the right investment path to help you attain your goals can be a daunting and time-consuming task. That’s why many people turn to an investment professional for help.
In order to make wise investment decisions, you need to have a realistic understanding of what it takes to plan for a comfortable retirement, fund your child’s education or save for any other financial goal you may have. Investing—putting your money to work in a combination of financial tools—is critical to helping you achieve a secure financial future. An investment professional can help you do this by understanding your goals, current and anticipated financial situation and values. Together, you can develop a plan to meet short and long-term goals.
A relationship with a trusted investment professional can help you make the most of your money. When you turn to someone with experience, objectivity and commitment to your financial future, the odds of reaching your goals are in your favor.
Investment professionals are required to be properly educated, both before assuming responsibility and as an ongoing requirement to maintain their securities licenses.
An investment professional can help you decide what kind of investor you should be by asking you questions about your financial goals and timeframe for achieving them. Examples of the type of questions you could be asked include:
Answering these and other questions about your lifestyle, expectations and plans for the future is the first step toward successful investing. Your answers will uncover unique characteristics such as your attitudes towards risk, your specific financial objectives and the amount of time you have to reach them.
Next, your investment professional can recommend the most appropriate combination of investments for you. This is called a portfolio. Your portfolio may be developed from a carefully selected mix of mutual funds, individual securities that include both equities for growth and bonds to help preserve your money and other more sophisticated types of investments appropriate to your financial lifestyle and goals.
Your Investment Professional should help you develop a long-term strategy to achieve your goals. Following is a list of some of the types of services your Investment Professional may offer:
Funds whose investments are concentrated in a specific industry or sector may be subject to a higher degree of market risk than funds whose investments are diversified. In addition, the Fund may be subject to specific risks of the technology sector, such as obsolescence.
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The funds are distributed by Unified Financial Securities, Inc. (Member FINRA) a wholly owned subsidiary of Huntington Bancshares, Inc. and an affiliate of Huntington Asset Advisors, Inc. the advisor to the Huntington Funds.
For more complete information on Huntington Funds download and view a prospectus now or call 1-800-253-0412 for a free prospectus. You should consider the fund’s investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other important subjects is in the fund’s prospectus, which you should read carefully before investing.
Asset allocation does not assure a profit or protect against loss.
Diversification does not ensure a profit or guarantee against loss.
*Huntington does not offer legal and/or tax advice and therefore individuals seeking guidance should consult with a qualified professional for such services.
©2010 Huntington Bancshares Incorporated.