Need to find a mutual fund firm that will manage a $300K trust account?
952247
Fidelity was once a legend.  The firm still has a good reputation.  For mutual fund advice you could lok at Morningstar which ranks these funds.  They publish an annual report which is available for $30 or so which compares mutual fund performance by year, location, fund strategy etc.\n\nI wouldn't be surprised if there were mutual funds which tracked Vanguard investments closely but required a much smaller deposit.
795327
Hey!  You do not have to invest all your money with just one fund manager.  In fact, that would be somewhat imprudent.  If you like a Fidelity fund, buy some.  Be careful though.  Do not buy funds simillar to those that you already own.  There are plent of good funds available for you from plenty of different companies.  You might even consider a couple of closed end funds, traded like stocks.  Give some thought to TDF which invests in China and IIF which invests in India.  Spread your money around geographically.
996170
fidelity and morningstar are both good to research fund and stock
1084530
Look into DRIP accounts.  Direct ReInvestment Program.  There are many companies that will allow this.
221386
Fidelity Diversified International Fund.\n\nI've been doing VERY well with it.  The fast growth is going to be found overseas for the next 10 years or so, so put some money to work outside the US.  Keep yourself diversified, but if you're not overseas, this is a good choice.  [note, if you do lose money, I'm sorry but I will too]
15288
If by short you mean 2 to 4 years try investing in life settlements or viatical settlements.  These investments can get very high returns from typically about 16% to 22% and sometimes higher,and with little to NO risk to your priciple if you find the right companies.  Be weary though, there are a bunch of crap companies out there that will just rip you off, but I have had personal experiance with a couple of top notch companies and have seen it happen.  I guarantee that a majority of the folks on here have never even heard of these investments, but there is an alternative to the stock market and mutual funds.  You just have to know where to look.\n\ngood luck
164845
I own and recommend the following mutual funds without hesitation to anyone, for any situation and length of time. These are the first funds in which I invested, and I've owned them all for 3.5 to 4 years. I have ranked them from highest to lowest 3 year return.\n\nBUFSX\nCAAPX\nMVALX\nDODBX\nOAKBX\n\nI advise you to do your own research and comparisons at Morningstar.com.
1117757
Yep, I've thought about it.\n\nFirst, form a trust and pick a solid company to administer it.  That prize is paid out over 30 years (usually, or something close) and I don't want to lose over half of it in order to get the cash lump sum, yet I might not live long enough to see it all come in.  The trust then keeps it going for my family after I croak.\n\nSecond, a big chunk is going to taxes first and before I see a dime they will want to withhold at least a third.  Current taxes, state and federal would be really close to 40 percent (a rate that undoubtedly will go up in the future, but hopefully not as much as to cost the loss of the over 50 percent discount of the lump sum payment).  So instead of 30 percent withheld, I would have the full 40 percent withheld.  I would rather have government owe me than owe government.  Also, current rates are something like 35 percent for federal and 4 percent (actually 6, but the federal tax is deductible) state, which is 39 percent, so tack on the 1 percent that the trust company expects and make the numbers easier.\n\nThird, I would want to make some charitable donations, so set aside a quarter for a trust fund or foundation to distribute that.  As a Christian, I like to pay my tithe, an old word for a tenth, so that still leaves some 15 percent for things like schools and scholarships and helping poor families out with their health bills, medicines, and such.\n\nFourth, I would want to make some investments to keep the money working.  With today's uncertainty, I might shop for a bunch of banks to make jumbo certificate of deposit (CDs) accounts and get the better interest rates.  When the bank needs to give the money back, especially if I go to federally-insured small banks, they will probably notice that I have a few bucks and want to let me in on local opportunities like some good housing developer that needs some partnership money (he will incorporate first and give me shares or it ain't gonna happen with me).  When I identify an opportunity that will make me money better than the CDs, cash them in when they mature and invest elsewhere.  I've got a couple of practice stock portfolios, one making 19 percent and the other 6 percent increases, so those strategies might work for some of this.\n\nFinally, with the ten percent that remains, divy it up over the time as income.  With that I pay off my bills, go on to get my doctorate.  My wife can get her master's or more too.  My son will probably want to open an upscale coffee shop which will then be no problem.  I can travel abroad periodically, as well as about this country, because there are lots of beautiful places and fascinating things I haven't had a chance to actually experience yet.  Besides, there might be some fun opportunity to invest in and while I'm holding the checkbook folks tend to be nice who otherwise probably wouldn't give more than the time of day.\n\n50 million over 30 years is 1.6 million a year.  That's 1 million after taxes at the current rate.  That's a little over $400k for contributions and another for investments.  An annual $166k for disposable income is more than enough for what I want to do.  Besides, as contributions are often tax-deductible, I expect to get a chunk of that tax withholding back in tax refunds.  Thanks for the dream.
1049712
There is a low risk mutual fund out there, ticker symbol PRPFX.  It has never lost money in any year since it started in 1997, and has averaged a return of 6.5% each year.  Go to morningstar.com to get more information on it.  Also, you can acquire it without any fees at Charles Schwab.  Good Luck.
430239
Get yourself an investment planner who will sit down with you and map out all of your assets, liabilities, needs and goals.  He'll help you create a plan tailored to your risk tolerance and he'll monitor it for you to keep your money growing.  Discount brokerages don't give the personal attention that you deserve.\n\nI recommend Chris Haera at Wachovia Securities.  He's in Rockland County, New York and it honestly doesn't matter where in the world you are.  Call him at (845) 639-7238 or toll free at (800) 431-7013.  Tell him you were referred by JD from BNI to receive even quicker attention.
16685
I've used Fidelity for a long time.  I highly recommend them.  Also, consider these websites about investing:\n\nhttp://www.bobbrinker.com/\nhttp://www.dallasnews.com/business/scottburns/\n\nThey give a lot of good advice.
69083
try Orchard Bank (www.orchardbank.com). They have a pretty good card and there's no annual fee. Watch out for cards that say unsecured and then hit you for a 'participation fee' 'set up fee' 'annual fee', etc, to where your first 300.00 is eaten up in fees. \nYou'll probably end up paying a higher interest rate, but make your payments on time and you should be able to qualify for a better card in a year or so.
1044859
Okay let's start with American Funds which is who runs ICA.  AF is an awesome fund company for a couple of reasons.  One they are a private company which means they only answer to their MF holders.  Unlike a company like Fidelity which is a good company also but they are owed by stock holders.  In the long run the company that only answers to you the MF holder is going to look out for your best interest and returns more diligently.  They also have some of the lowest annual fees to maintain an account of any MF company.  All that being said, depending on your situation ICA may or may not be good for you.  You need a competent advisor to help you with that.  I would be cautious with ICA as it is one of the largest MF in the world.  They may seem like a good thing but it actually can be bad.  It means it has much less flexibility to move its money around when condititon warrant it.  As far as EJ goes, they hire people on average who have very little experience in the industry, so at a minimum make sure your rep has a lot of experience and didn't just start last month at this.  They also have agreements with companies like American Funds where their reps get a bigger commission to them then they do with other products.  The concern being your advice from EJ might be tainted by the reps desire to get more commission.  You need to work with an independant rep to assist you with you decisions.   One who will give you all the information and doesn't have a hidden agenda.  If you want to send me email and tell me what state you're in I probably could refer you to a couple.  Good luck.
960657
Just so you know, Mutual funds aren´t for everyone.  Personally, I wouldn´t invest in them unless I had to.  For more detail on that, just do a search for where I´ve addressed this question in other answers.\n\nHowever to answer your question, there are several rankings of mutual funds.  Here are some of the sources with appropriate link.\n\nLots of sources for Mutual fund reports that you´re looking for.  Here are some.\n\nMoney Magazine\nhttp://money.cnn.com/magazines/moneymag/bestfunds/indexfunds.html\n\nMorningstar\nhttp://www.morningstar.com/Cover/Funds.html?pgid=hetabfunds\n\nKiplingers\nhttp://www.kiplinger.com/personalfinance/investing/funds/?\n\nMutualFundRankings\nhttp://mutualfundrankings.org/\n\nAnd you may want to take a look at this article on mutual funds too just so you have a little more info if you´ve got tax concerns.\n\nhttp://www.stanford.edu/dept/news/pr/93/930429Arc3288.html\n\nIf you have any questions, please let me know.\n\nHope that helps!\n\n\n\nInfo on mutual funds\nhttp://beginnersinvest.about.com/cs/mutualfunds1/a/aa031501.htm\n\nInvesting for Beginners\nhttp://beginnersinvest.about.com/popular.htm
444126
If it will be 30 years until you use the money, you ought to have very high risk investments.\n\nI'm a big believer in index funds.  A mix of index funds beats 3/4 of managed mutual funds.  I think it is really advisable to read up on the "couch potato portfolio" and the "coffee house portfolio."  Scott Burns discusses these at his web site (free registration).  You can search Google.  They are simple mixes of index funds that only require rebalancing once a year.\n\nRead "Bogle on Mutual Funds."  It shows why index fund investing is the way to go.\n\nI have a couple articles on the couch potato and coffee house portfolios, including recommended funds.  If you'll e-mail me, I'll send them to you.  My address: 5azssqf02@sneakemail.com
689208
Contact Morgan Stanley, Goldman Sach or other broker dealers, they will happy to help you.
1147648
Stay away from Edward Jones and other neighborhood brokers.  They will fleece you completely with their 6% load fees and 5% / stock transaction.  \n\nFidelity is an excellent company.  Look into the 2040, if this is the year you want to retire or 2035.  These funds have been around for a long time and have no loads or fees associated with purchasing.  If you purchase 10K of the 2035 fund in your Roth, you get 10K worth of assets, dollar for dollar.\nExcellent website: www.fidelity.com