We make it simple for everyone to invest easily and sensibly.
All too often, people over-complicate the investment process. Our goal is to break down investment myths and concepts to help individuals make sound long-term investment decisions. Your financial future starts here.
Monetta Financial Services
Investing doesn’t have to feel out of reach for you financially. At Monetta, you can start with as little as $100 with an automatic investment plan of $25 or more per month.
The Monetta Core Growth Fund consists of a highly diversified “passive” component together with an actively managed component that consists largely of companies that are household names. The Monetta Fund is a classic “stock-picking” fund focused on large-cap growth companies.
Commitment to Education
The earlier you start an investment portfolio, the longer your money can work for you. It’s time in the market, not timing the market, that matters. We provide ideas and resources for people of all ages to get started and keep making progress.
What are your savings goals?
First Time Investors
- Low minimum investment
- Diversified investment choices
- Easy application process
Saving for Retirement
- Core investment holding
- Tax-deferred options (IRA)
- Automatic investing/ withdrawal options
Saving for College
- Low minimum investment
- Automatic investment plan
- Tuition rewards program
- Low minimum investment
- Interactive educational program
- A gift that could last a lifetime
Monetta MoneyTalk – Family Edition
- Featured Article: “Coronavirus vs. Rocky Balboa…and how to survive a market beating”
- Successful Entrepreneur: Elon Musk
- “That reminds me of a story…”: The smallest act of kindness makes a difference
- Investment Lesson: Think about your investment portfolio like the sun and planets that make up our solar system.
And don’t forget the Laugh Studio and this quarter’s puzzle for young investors! Complete the word search correctly and/or submit a joke of your own, and you could win a $10 Target Gift card!
Monetta MoneyTalk Newsletter
The Monetta MoneyTalk newsletter is a fantastic resource for continued financial education and resources. Sign up today to receive our quarterly newsletter!
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Don’t Wait, Your Financial Future Starts Here!
Begin investing today!
Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: firstname.lastname@example.org
Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.
Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.
Diversification does not assure a profit nor protect against loss in a declining market. Periodic investment plans do not assure a profit and do not protect against a loss in declining markets.
Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com
Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.
For custodial accounts, MFSI has a “college savings program” where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.
All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.
The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.
Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.