Mutual Funds

Mutual Funds pool groups of investors with similar investment objectives into a professionally managed, diversified portfolio. The mutual fund will have a manager that invests the pooled money into specific securities (usually stocks, bonds or both). By pooling the investor money together, mutual funds can provide professional management, liquidity, convenience and diversification.

With so many mutual funds available today, selecting an appropriate fund can be overwhelming. CPMI can help clarify your investment goals, develop an appropriate strategy, analyze your current investments, and help you select funds that meet your financial needs.

**Mutual Funds are sold by prospectus. Investors should consider the applicable objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by contacting the fund company or your financial advisor. READ IT CAREFULLY BEFORE YOU INVEST