Rolewick & Gutzke , P.C.
Inheritance law · Lawyer · Commercial law
1776 South Naperville Road Suite 104A, 60187 WheatonOld-age provision
Monetta offers the Young Investor Fund, which focuses on investing in individual companies that children and teenagers can recognize while providing fund diversification by investing at least 50% of its assets in other funds that track the S&P 500* Stock Index. The fund also includes a financial literacy component which provides an opportunity to teach basic financial skills. Account options include a tax-advantaged Coverdell Education Savings Account or a Custodial Account. An account can be started with a $250 minimum investment with the establishment of an automatic investment plan (AIP)** or a $1,000 deposit.
1776 A S. Naperville Rd. Suite 100 , 60187 Wheaton
Inheritance law · Lawyer · Commercial law
1776 South Naperville Road Suite 104A, 60187 Wheaton