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Forms & Prospectuses

Important Forms

Our Risk Tolerance Questionnaire is designed to help us obtain an accurate assessment of your risk tolerance in terms that are meaningful to you.

Mutual Fund Prospectuses

American Funds

Artisan Funds

Berwyn Funds

Blackrock Funds

CGM Funds

Delafield Fund

Dodge & Cox Funds

Dreyfus Funds

Eaton Vance Funds

Evergreen Investments

FPA Funds

Federated Prudent Bear

Franklin Templeton

Fairholme Funds

Fidelity Funds

First Eagle Funds

Forward Tactical Growth Fund

Gabelli Funds

Greenspring Fund

Harbor Funds

Hussman Funds

Intrepid Capital Funds

IVA Funds

Ivy Funds

John Hancock Mutual Funds

Keeley Funds

Loomis Sayles Mutual Funds

MTB Short Term Corporate Fund

Marketfield Fund

Matthews Asia Funds

Oakmark Funds

Oppenheimer Funds

Permanent Portfolio of Mutual Funds

Pimco Funds

Prudential Funds

Royce Funds

SPDR Gold Shares

T. Rowe Price Funds

Thornburg  Funds

Vanguard Funds

Wintergreen Fund

Yacktman Fund

 

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About Us
  • Our Firm
  • Our Associates
  • Investment Management
  • Financial Planning
  • Our Fee Schedule
  • What's New
  • Vern on TV
  • Our Code of Ethics
  • Forms & Prospectuses
  • Our Location
  • Featured Links
  • Tell A Friend
Contact Us

830 Post Road East, Suite 102
Westport, CT 06880

Phone: (203) 454-3377
Fax: (203) 454-4965

info@haydenwealth.com
Map and Directions

Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Vern Hayden offering Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Gerard Gruber and Dick Drew offering Securities and Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by the financial institution. Investments are subject to investment risks including loss of principal amount invested.

 

 

 

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