Investments can help you build for your future
The investment decisions you make today have a direct impact on your ability to reach your financial goals.
Whether you have a small amount of money or a sizable sum, you probably need to invest to get what you want financially out of life for the long term. But that’s easier said than done. Did you know that there are over 8,000 mutual funds available? Add to that all the stocks and bonds out there, and it’s overwhelming.
No matter where you’re starting from, COUNTRY is here to help with guidance, products and services that can make the investment world a whole lot less intimidating. In fact, you can let us do the heavy lifting by having our portfolio managers invest your money for you.
Mutual fund investments
Mutual funds have a lot of advantages, but probably the biggest plus is that they provide the most important aspect of investing – diversification. Diversification is spreading your money among different securities. While diversification doesn’t assure a profit nor protect against loss, it can help reduce your risk, and that’s important.
It’s also why mutual funds are a good investment if you don’t have huge sums of money to invest. They meet many of the criteria of sound investing: You’ll be investing for your future; you’ll be diversified; you’ll reduce risk.
There are investment risks associated with investing in mutual funds which should be considered carefully before making an investment. Loss of principal is possible.
Managed investment accounts
If investing money on your own doesn’t appeal to you, then you might want to have your money professionally managed for you. Certainly, people who spend their entire day monitoring the markets and analyzing the mountains of information about securities are better equipped to make investment decisions than the average investor.
COUNTRY has a group of portfolio managers as part of our team of experts who do just that. Find out more about our managed investment accounts and put these experts to work for you.
Investment management in a trust
You don’t have to be Rockefeller to have a trust. In the past few decades, incomes have soared and sizable estates have become commonplace. That has created a much bigger need for trusts in financial planning because sometimes a will isn’t enough.
If you have concerns about your wishes being followed exactly as you want, a trust warrants your consideration. The popular living trust, for example, is invaluable in the event you are incapacitated and can no longer make decisions about your life decisions. Combine that with professional management of your money, and you’ll understand what peace of mind is all about.
Learn more about investing
- Start with our six steps of investing
- Read Vice President of Investments Bruce Finks' monthly economic commentary.
- Take our investment risk profile questionnaire for an asset allocation based on your risk tolerance and timeframe.
- Read about investing from our articles library:
Get both personal service and comprehensive professional expertise
Your local COUNTRY Financial representative – backed by our portfolio managers – will meet with you regularly to review your investments as part of your comprehensive tangible plan. Together, you’ll:
- discuss all of your financial goals.
- develop strategies on how to achieve specific goals, such as funding an education or retirement.
- explore your investment options.
- review your asset allocation to ensure it’s in line to meet your financial goals and address your tolerance for risk.
Find a COUNTRY Financial representative near you to see how you can put our investment expertise to work for you.
Learn more about investing
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Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms and Conditions for more information about COUNTRY Trust Bank® and its affiliates.
Securities products offered through COUNTRY® Capital Management Company, 1705 Towanda Avenue, P.O. Box 2222, Bloomington, IL. Member FINRA .