Machen Wealth Management
(916) 526-2680
Protecting What's Important to You!

Mutual Funds and ETFs

Mutual funds are a practical, cost-efficient way to build a diversified portfolio of stocks, bonds, or short-term investments. At Machen Wealth, we are fully equipped to help you build an investment strategy that matches your investing style and financial goals.

We offer a diverse set of investment portfolios covering different asset classes and investment styles to suit all kinds of clients. We offer 100+ mutual funds and most of our funds are Morningstar top rated.

Anyone set on building their savings may be interested in investing in mutual funds. Investing in mutual funds can be a wise investment decision for just about any timeline – from young people who have the time to allow their investments to grow to retirees looking to draw income from their investments.

Mutual funds offer a flexible way to invest your money. Machen Wealth can work with you to figure out your tolerance for risk and your unique investment goals. We can tailor your mutual fund investments to your financial outlook, thereby putting you in complete control. You selection of mutual funds can be updated as your financial circumstances change over time. Schedule a consultation with Scott Machen to discuss your Mutual Funds options.

ETFs or Exchange-Traded Funds are comprised of stocks, bonds, commodities or other assets. Like stocks, ETFs trade daily on stock exchanges, their prices fluctuating throughout the day. ETFs combine the flexibility and convenience of trading individual stocks with the diversification offered by index funds or professionally managed, high-priced mutual funds. ETFs are traded on public stock exchanges, so unlike mutual funds, trades can be performed at any point during the market day. There are about 2,000 ETFs in the market and it can be very difficult to choose the ones that fit your financial needs. Machen Wealth has considerable experience in both Mutual Funds and EFTs that you can make use of to help reach your financial goals.

Machen Wealth Management
The Bridging FORMula bridges the gap between what matters and what we can control. It acts as a blueprint to reach a work-optional lifestyle as your life unfolds and your needs evolve.
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Contact Us
If you’re feeling apprehensive about your financial future and need someone to act as a sounding board to bounce ideas off of, contact us to schedule a FIT meeting. (916) 526-2680