Like any business initiative, starting a mutual fund involves risk, so only you can answer this question. What Huntington Asset Services works to do is equip you to make a more informed business decision. Although several good reasons exist for having a mutual fund, not every situation is the same.

Some potential benefits include:

  • The performance of the fund is public
  • The fund provides access to a wide universe of investors and gives the firm a larger footprint
  • The product is regulated which addresses some invester concerns
  • The fund can assist with administration of private client accounts
  • The fund permits the firm to focus investment efforts on a single portfolio that can be included in a broader strategy for private clients
  • The fund allows the firm to garner assets currently being turned away because they are below the current firm minimum
  • A fund can diversify the firms revenue stream

At Huntington Asset Services, we get to know you and your unique situation before helping you through the start-up process.

Next: What options do I have for getting started?




® and Huntington® are federally registered service marks of Huntington Bancshares Incorporated.

Working with Unified Options Provided Series Trust Funds Board of Trustees Starting a Fund