Posted by: Athelon Wealth Management | Posted on: September 14th, 2011 | 0 Comments
Description: Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, provides insights and outlines the benefits and risks associated with investing in mutual funds. Please note that mutual funds represent just one of the investment types used by Athelon Wealth Management, an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York. We tailor portfolios to accommodate the needs of each individual client, and as such, we often use a variety of security types and investment vehicles to provide value for our clients.
© 2011 Athelon Wealth Management, LLC. Reproduction of any article without attributing to Athelon Wealth Management and linking back to http://athelonwealth.com is not permitted and is an act of plagiarism. However, excerpts from the article can be reproduced only if the author (Alexander Efros, MBA, CPA) and the firm’s name are mentioned (Athelon Wealth Management). Inquiries about any rights regarding the content distribution should be forwarded to firstname.lastname@example.org.
PLEASE NOTE: This web site is for informational purposes only and does not constitute a complete description of our investment services nor does it represent any advice to buy or sell investments or other services. This web site is in no way a solicitation or offer to sell securities or investment advisory services, except, where applicable, in states where we are registered or when an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, newsletters, or any statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable but we do not warrant nor guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEB SITE.