Mutual Funds

Mutual Funds offer individual investors the benefit of pooling their money with that of many other investors for greater buying power. They also allow investors to own many securities (stocks, bonds, and other products) that they could normally not afford to invest in individually. Other benefits offered by Mutual Funds are professional management and diversification. Many funds are available to meet specific investment styles such as growth, value, large cap, international, etc. We offer a diverse and extensive array of fund families. Spartan Capital through our strategic relationship with Axos Clearing, has access to more than 250 mutual fund families and over 12,000 load and no-load mutual funds. One of our Financial Advisors can assess your current financial situation and help you choose a mutual fund that is right for you.