Mutual Funds

Mutual Funds

We offer experienced guidance in recommending and selecting professionally managed mutual funds for large and small investors. Here is a partial list of our mutual fund partners:

  • ADIRONDACK FUNDS
  • AIM MONEY MARKET FUNDS
  • ALLIANCE FUNDS
  • ALLIANZ FUNDS
  • AMERICAN CENTURY FUNDS
  • AMERICAN FUNDS
  • BLACKROCK FUNDS
  • CALAMOS FUNDS
  • CENTURY FUNDS
  • COHEN & STEERS FUNDS
  • COLUMBIA FUNDS
  • DELAWARE / VAGEUR FUNDS
  • DREYFUS FUNDS
  • DWS FUNDS
  • EAGLE FUNDS
  • EATON VANCE FUNDS
  • EVERGREEN FUNDS
  • FEDERATED FUNDS
  • FIDELITY FUNDS
  • FIRST EAGLE FUNDS
  • FRANKLIN TEMPLETON FUNDS
  • GABELLI FUNDS
  • GOLDMAN SACHS FUNDS
  • HARBOR FUNDS
  • ING PILGRIM FUNDS
  • INVESCO AIM FUNDS
  • IVY FUNDS
  • JANUS FUNDS
  • JOHN HANCOCK FUNDS
  • JP MORGAN OFFSHORE FUNDS
  • JP MORGAN FUNDS
  • LORD ABBETT FUNDS
  • MAINSTAY FUNDS
  • MFS FUNDS
  • NATIONWIDE FUNDS
  • NATIXIS FUNDS
  • NUVEEN FUNDS
  • OPPENHEIMER FUNDS
  • PIMCO / RCM FUNDS
  • PIONEER FUNDS
  • ROYCE FUNDS
  • RS FUNDS
  • RYDEX FUNDS
  • SCUDDER FUNDS
  • T. ROWE PRICE FUNDS
  • VAN KAMPEN FUNDS
  • VANGUARD FUNDS
  • WINSLOW GREEN FUNDS
  • WORLD FUNDS

OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS

Rochester Wealth Management Group
706 East Avenue, Rochester NY 14607, Tel: (585) 325-1040, Fax: (585) 325-8232

Disclaimer Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC

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This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

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