openPR Logo
Press release

Wellving Asset Managements Vice President Talks Mutual Funds

06-28-2019 09:51 AM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Wellving Asset Management

Wellving Asset Managements Vice President Finnegan Meyer has his say on mutual funds:
"If you want to invest in the stock market but don’t have a large enough portfolio to achieve the diversity you want through individual stock purchases, mutual funds may provide the solution you are looking for!
Mutual funds are a collection of stocks designed to meet a stated investment objective or strategy. For instance, you may be able to choose between a fund that holds small- or mid-sized companies, large blue chip companies, or government bonds. Some funds are designed to provide growth, others to give you income"

A Fully diversified mutual fund can offer you dozens and sometimes hundreds of individual stocks or bonds. Achieving a similarly diversified portfolio by purchasing individual stocks is more difficult and costly. The trading costs for buying and selling stocks can quickly eat away a smaller portfolio’s value. This is less of a problem if you have a larger sum of money to invest.

Vice President Finnegan Meyer had this to say about the risks of Mutual funds.."They provide a stated objective or strategy, giving you some understanding of the level of risk and the potential for return. You can get an understanding of the fund’s objective and past performance by reading its prospectus. But a fund’s stated objective may not tell you the whole story.

"Many funds have a great deal of latitude in which stocks they may actually buy. Therefore, even if you own shares of six different funds, each supposedly invested under a different type of overall objective, you may not be as diversified as you think. Each of the six funds may hold shares of the same stock. This would increase your vulnerability to market corrections, even though you may not be aware of the risk."

"A mutual fund’s performance depends in large part on its portfolio manager. So, what happens if the fund’s manager changes his or her strategy during the investment period or the fund changes managers? Having an investment adviser who meets regularly with the fund’s manager to determine his or her strategies and meets with the fund company to determine its policies for hiring and maintaining quality portfolio managers can help you minimize this risk."

2-5-6, Kyutaromachi, Chuo-ku, Osaka-shi, Osaka

Phone number
Call us: +81 64 5605 035

E-mail address

At Wellving AM we offer our clients access to a wide range of financial products including fixed income securities, interest rate swaps, foreign exchange, equities, equity derivatives, credit derivatives, commercial real estate, commodities, futures, and structured products. We also provide a comprehensive range of services to the financial community, including trade execution, broker-dealer services, clearing, processing, information, and other back-office services.

Our team of advisors and financial experts have a wealth of experience spanning may industry sectors, we are happy to discuss your individual needs and evaluate your portfolio.

This release was published on openPR.

Permanent link to this press release:

Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Wellving Asset Managements Vice President Talks Mutual Funds here

News-ID: 1790793 • Views: 377

More Releases from Wellving Asset Management

Wellving Asset Management on the path of fitness?
The Team at Wellving Asset Management will be joining in the fun at this years Kilorun. KILORUN is an International running festival from Thailand that you can run, eat and have fun in one go. It features a unique recording system in Kilograms (weight) in addition to Kilometres (distance). Runners go around the landmarks of each city, making contact with the culture and lifestyle while enjoying the best selected local
Wellving Asset Management Announce New PR and Marketing Director
In a new step today, Wellving Asset Management have announced A new PR Director in Mark Rodgers. In recent months Wellving have been very actively restructuring there Management team with the focus of keeping up and swimming with the tide. Vice President Finnegan Meyers made this statement, " W.A.M are very happy to announce that Mark will be taking the reigns in the Marketing and PR department, it is an area
Wellving Asset Management Identify IPO
Not a company to rest on their laurels Wellving Asset Management have identified what could be the next investment vehicle for their clients. It comes in the form of an IPO. IPO stands for initial Public Offering. In other words, it is a new issue of stock offered for sale to the public. When companies first start out, the shares are held privately. At some point, a majority of the owners
Wellving Asset Management Call on Non-Profit Organizations
Wellving Asset Management are calling all non-profit organizations to contact them for their support.. W.A.M are looking for 2 or 3 charities to sponsor for the foreseeable future. Vice President Finnagan Meyer had this to say. "Wellving are looking for the best possible candidates that we can help and sponsor over the coming years. The directors have all agreed an allocation from the profits of the company of around 2% every year. First and

All 5 Releases

More Releases for Vice

Cloud24x7 appoints new Vice President of Americas
Fort Lauderdale, Fla. (July 20, 2016): Cloud24x7, a cyber security services start-up has announced that it has roped in former Cyberoam North American channel & enterprise business VP Jacob Thankachen to head the organization’s expansion in the Americas region. A seasoned channel veteran with a strong sales background, Thankachen brings deep expertise in streamlining sales operations, developing new business and recruiting strategic channel partners. Commenting on his appointment, “Traditional preventative systems
Pluris Valuation Advisors Names Henry Vice President
NEW YORK, N.Y., Jan. 13, 2014 – Pluris Valuation Advisors, LLC today announced that Steven D. Henry, MAI of Placentia, Calif., a nationally recognized expert in valuing complex real estate, has joined the firm as Vice President in Pluris’ Newport Beach, Calif., office. Henry has valued commercial portfolios with estimated values up to $15 billion that include some of the best-known properties in Southern California. He has experience valuing complex
Recordsforce's Vice President and Chief Marketing Officer Named Vice President f …
Recordsforce, Inc., ( a leading provider of document management and business process automation services, today announced that the New England Chapter of the Institute of Financial Operations (IFO) has appointed Michael Dailey, Recordsforce’s Vice President and Chief Marketing Officer, to the position of Vice President. In this active role, Michael will be responsible for assisting in member relations, meeting planning and content, obtaining guest speakers for chapter events, overseeing
CoVerica Announces New Senior Vice President
(DALLAS, TX) April 16, 2012 – CoVerica, one of Texas’s most modern and fastest growing insurance agencies, today announced the new hire of Jim Bailey as senior vice president. The role will include traditional vice president responsibilities as well as developing the company’s California master agency. Bailey will also oversee retail insurance operations as well as joint venture and merger opportunities. “Jim is a solution oriented model of professionalism who strives to
Archer Communications Names Carrie Tschetter Vice President
Rochester, NY, August 30, 2011- Archer Communications, Inc., a full-service integrated marketing communications firm located in Rochester, NY, names Carrie Tschetter Vice President. “Carrie is a proven leader,” said Jeff Lennox, president of Archer Communications. “Her enthusiasm and proactive approach to integrated marketing communications challenges and opportunities make her invaluable to Archer and its diverse client base”. As Vice President, Carrie oversees daily operations at Archer. She directs
One Source Appoints Vice President
RALEIGH, N.C. (August 23, 2010)—One Source of NC, LLC (, a firm that specializes in the recruitment of architecture, engineering and design talent, announces today that Larry Snyder has joined its Raleigh office as vice president of business development. Snyder’s experience will broaden the firm’s strategic focus to mechanical manufacturing and lifecycle management. Snyder brings more than 25 years of engineering, management and executive sales experience to One Source. He