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Stocks Mutual Funds Sector Funds Bonds
Stocks
The ongoing war on terrorism, uncertainty of oil markets, and environmental degradation has created increased concern about the future energy supply of America. As a consequence, a pressing need exists for new solutions to satisfy current & future energy requirements. Alternative energy has emerged as a powerful player in the energy markets with the potential to create cleaner, more reliable energy sources.
Alternative Energy and Energy-Related Stocks allow you to create a customized portfolio and allocate your investments into specific areas of the energy sector. You can choose from companies involved in a wide range of energy technologies, such as Fuel Cells, Alternative Fuels, Geothermal, Wind, and Solar Energy, and non-nuclear Wholesale Energy providers. Because many of these stocks are inherently volatile and aggressive, we recommend that clients invest using a “basket approach,” which diversifies their holdings and helps to reduce overall risk.
We recommend this strategy for only a small percentage of a total portfolio.
If you want more information please call us at 781-239-1187 or 800-327-7003 or e-mail pamboston@fwg.com.
This is not a solicitation to either buy or sell these specific stocks.
Mutual Funds
For most recent prospectus please contact Eric Packer at 781-239-1187. Please read prospectus carefully before investing.
We offer traditional and socially screened mutual funds from such families as:
● The Calvert Group
● The Dreyfus Corporation
● Parnassus Investments
● Ariel
● Green Century
● Pax World
● Neuberger Berman
● Flex-Funds
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● Citizens
● Domini
● MMA Praxis
● Winslow
● Portfolio 21
● New Alternatives
● Addt'l Fund Families Available
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Through your PAM/FWG Account you will have access to over 180 different fund families representing thousands of mutual funds in all categories and asset allocation classes. Also via our Schwab fee-based program you will have access to over 300 fund families. All of this helps provide the diversification that is necessary for a successful investment portfolio.
If you want more information please call us at 781-239-1187 or 800-327-7003 or e-mail pamboston@fwg.com.
Please be aware that social investing is dependent upon the goals of the mutual fund company and that all screening and investment criteria are different so be sure to consult the prospectus.
Sector Funds
Sector Funds offer a way for investors to participate in a particular industry without choosing individual stocks.
Various Sectors Include:
● Technology
● Health
● Financial Services
● Biotechnology
● Communications
● Natural Resources
● Precious Metals
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● Real Estate
● Utilities
● Internet
● World Stock
● International
● Addt'l Sector Fund Available
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If you want more information please call us at 781-239-1187 or 800-327-7003 or e-mail pamboston@fwg.com.
Bonds
We offer opportunities to buy US Government (Treasury), US Government Agency (Fannie Mae, Freddie Mac, Sallie Mae, etc..), State, Municipal, and Corporate Bonds. Additionally, through Calvert and other socially responsible mutual fund families we offer socially and environmentally screened bond funds.
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