INVESTING

SITWELL FINANCIAL

IN MUTUAL
FUNDS
What beginners need to know
KEY TALKING
POINTS PRESENTATION
FRAMEWORK

Knowing the Basics

Building Your Investment Strategy
How to Start Investing
Pros of Mutual Funds
Cons of Mutual Funds
MUTUAL FUND
INVESTMENTS | SF 2030 Words from Our Leaders
KNOWING
THE BASICS

What is a mutual fund?

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that can be demonstrations, lectures,
speeches, reports, and more.
HOW DO
MUTUAL
FUNDS
WORK?
Money is pooled
by investment
managers who
create portfolios.
 WAYS TO EARN
MONEY THROUGH
MUTUAL FUNDS
Dividend Payments
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Capital Gains Distributions

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Increased Net Asset Values

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Investor ROI

6.92%
Average mutual fund return for
the past five years

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tools that can be
lectures and more.
Building Your Investment Strategy

MANAGING
YOUR
PORTFOLIO
Smart strategies that work
Aggressive Investor
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Moderate Investor
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Conservative Investor
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TYPES OF
INVESTORS
 Load Fund No-Load Fund
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can be lectures and more. can be lectures and more.
DIVERSIFIED
MUTUAL FUND
INVESTMENTS | SF
2030

MUTUAL FUND
PORTFOLIO Item 5
20%
Item 1
20%

Item 4 Item 2
20% 20%

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Item 3
can be lectures, and more. 20%
439 FUNDS
Number of new mutual
funds in the US market
in 2016

278 FUNDS
Number of new mutual funds
in the US market in 2015
MAXIMIZING MUTUAL

Way to boost portfolio returns

FUNDS INVESTMENTS

Using no- Using index Dollar-cost

load funds funds averaging
HOW TO START INVESTING

Identify investment Determine time Choose a mutual fund

objectives. horizon. investment.
TYPES OF MUTUAL FUNDS

Money Market Funds Bond Funds

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lectures, and more. lectures, and more.

Balanced Funds Stock or Equity Funds

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lectures, and more. lectures, and more.
STRATEGIC ASSET
ALLOCATION

Balancing different asset classes

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can be lectures, reports, and more.
 ASSET ALLOCATION MODELS

Item 5 Item 1 Item 5 Item 1 Item 5 Item 1

20% 20% 20% 20% 20% 20%

Item 4 Item 2 Item 4 Item 2 Item 4 Item 2

20% 20% 20% 20% 20% 20%

Item 3 Item 3 Item 3

20% 20% 20%

Transitional
Bull Market Bear Market
Market
 Planners at Work
Sitwell Financial
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communication
tools that can be
used as lectures.
SITWELL FINANCIAL

Total returns from 2016 to 2030

MUTUAL FUND PAST
PERFORMANCE
40

30

20

10

0
Item 1 Item 2 Item 3 Item 4 Item 5 Item 6
MUTUAL FUND

SF 2030
INVESTMENTS
MUTUAL FUND
INVESTMENT TIMELINE

2023 2025 2027 2030

Presentations are Presentations are Presentations are Presentations are
tools that can be tools that can be tools that can be tools that can be
used as lectures. used as lectures. used as lectures. used as lectures.
Diversification Economies of Scale Divisibility
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can be used as lectures. can be used as lectures. can be used as lectures.

Liquidity Management Less Risk

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can be used as lectures. can be used as lectures. can be used as lectures.
 SPEAK
THE MUTUAL
FUNDS LINGO
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can be used as lectures,
reports and more.
CONS OF Hidden Fees & Sales Charges
MUTUAL Presentations are tools that can be used as lectures.

FUNDS
Lack of Liquidity
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Poor Trade Execution

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Tax Inefficiency
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Wise words from
our leaders

WRITE AN INSPIRING
OR MOTIVATIONAL
QUOTE.
Cite the source or citation
 THE SITWELL WEALTH
MANAGEMENT TEAM

Elvira Montanez Shani Mensah Aaliyah Igwe

CEO/Founder CFO COO
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