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Stocks, Bonds and Mutual Funds

Diversify and grow your assets with the help of our Ohio Valley Investment Services team. We can help you develop a personalized investment portfolio based on your unique needs that may include stocks, bonds and mutual funds.

Stocks


Stocks can play an integral role in a well-diversified investment portfolio, offering the potential for maximum performance. We can help you understand the benefits and risks of the various stocks we can offer to fit your goals, along with your risk tolerance.
  • Small-Cap Stocks
  • Mid-Cap Stocks
  • Growth Stocks
  • Value Stocks
  • Mutual Funds

Bonds


The bonds we offer can contribute steady, less volatile growth to your investment portfolio and help to keep transaction costs down, while also taking into account your tax bracket, risk tolerance and time horizon.
  • Municipal Bonds
  • Corporate Bonds
  • High-Yield Bonds
  • Treasury Bonds

Mutual Fund Models


Growth
Our growth mutual fund model is designed to help you attain maximum results over the long term and usually is best if you have a higher risk tolerance and are able to tolerate short-term fluctuations. It is often made up of stocks in companies with the best potential for above-average price appreciation.

Growth and Income
Our growth and income fund model is designed to produce long-term results, while also providing income to you in the interim. This fund model is typically made up of bonds and stocks of established, well-performing companies.

Income
Our income fund model is designed to help you achieve a higher level of income, while maintaining less risk than the stock market, by combining an investment mix of common stocks and bonds.

Capital Preservation
Our capital preservation fund is designed to be a more stable vehicle for your existing financial assets, while also offering the potential for some income, by taking advantage of mostly short-term, fixed-income investments.