Education & Planning

Good planning is one of the keys to achieving investment success. To help you get started, the following topics provide some basic information on mutual funds and investing. We encourage you to work with a financial adviser to learn more about using mutual funds to create a personalized investment plan.

To learn more, click on the name of the topic.

Understanding Mutual Funds      |     Investment Basics      |     Keys to Investing Wisely  

Understanding Mutual Funds 
  • Mutual Fund Basics
  • Types of Mutual Funds
  • Measuring Mutual Fund Risk 
  • Understanding Mutual Fund Returns

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Investment Basics 

  • Discovering Diversification  – What is diversification and why is it important?
  • Investment Allocation  – How do I build a diversified portfolio?
  • Understanding Investment Risk  – What are my risks?
  • Recognizing Your Risk Tolerance  – How much risk should I take?

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Keys to Investing Wisely

  • Work with a Financial Adviser
    Getting Good Advice – Tips for choosing and working with someone you trust.
  • Invest Early
    Time Is On Your Side – Leveraging the power of compounding to grow your wealth.
  • Invest Regularly
    Consistency Pays – Understanding the benefits of Dollar Cost Averaging.
  • Evaluate Your Plan on a Regular Basis
    Staying on Track for Success – How to keep to your investment plan current.

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Shares of the Pacific Advisors Funds (the “Funds”) are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks including the possible loss of the principal amount invested. For more information on the Funds, including objectives, risks, charges and expenses, please download the prospectus or call (800) 989-6693 to request a copy. Please read the prospectus carefully and consider the investment objectives, risks, charges, and expenses before investing. Pacific Advisors Funds are distributed by Pacific Global Fund Distributors, Inc. 101 N. Brand Blvd., Suite 1950, Glendale, CA 91203.

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