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Main Phone

(978)681-0700

Toll Free Phone

(800)401-0252

 

 

Mutual Funds

 

Achieving and maintaining a diversified portfolio is the ultimate balancing act. At North Andover Trust Corp. you will not receive a cookie cutter approach to asset allocation. Utilizing more than 20 years of investment experience you will receive investment guidance based on a personalized assessment of your risk tolerance.

For an in depth evaluation of the risk level in your portfolio and for a second opinion about your own risk tolerance please contact North Andover Trust Corp. for a no obligation consultation.


We offer more than 16,500 mutual funds from over 500 fund companies. In addition, clients may buy and sell over 3,000 mutual funds offered by 200 companies without transaction fees including American Funds, USAA, Franklin Templeton, JP Morgan, Nuveen, Oppenheimer, T Rowe Price and Waddel & Reed Funds.  For a complete list of NTF Mutual Funds available please contact North Andover Trust Corp.

                               Mutual Fund Families

                No Transaction Fee(NTF) Mutual Fund Families

                                                 
Mutual Fund Only IRA: Any of the funds that are available on Pershing's platform can be purchased as part of the mutual fund only IRA, which benefits the client by reducing the annual IRA maintenance fee.


By providing these lists, North Andover Trust Corp. makes no recommendation concerning the advisability or suitability of buying any of the funds contained on these lists. They are provided for reference purposes only. Sales may only be made by prospectus. Historical results are no guarantee of future performance