Mutual Funds


We offer No Load Mutual Funds. 

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All funds come with a flat rate .95% administrative fee. 

Professionally managed

Mutual Funds

Provide unmatched financial clarity with tax-smart investment insights. Most advisors look at finances the same way, but HD Vest Advisors integrate tax information for a comprehensive picture. It’s this unique approach that allows our Advisors to provide a strategic perspective for their clients. We can peek around corners, find hidden opportunities, and provide maximum clarity. We see things in HD.

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22 Elm Street Waltham, MA 02453