3rd Quarter Report

3rd Quarter Report

Read about the portfolio and view the portfolio holdings. View or download it now.

 

What We Do

What We Offer

  • Investments Focus: A diversified portfolio of primarily large and mid-cap stocks of well-established US companies
  • Investment Objective: Capital growth with downside protection
  • Investment Allocation: US Stocks (75% to 95%, typically) and US Money Market (25% to 5%, typically). Our investment allocation is based on technical indicators and market conditions
  • Low Account Minimum: $500
  • No-Load Fund - No sales or redemption fees
  • Quick and easy to open an account
  • No fee IRAs
  • Investing since: 1979; Public since 1987
  • Personal & Friendly Service
  • Individual and Joint Accounts
  • IRA - Retirement Accounts
  • Automatic Investment Plans
  • Custodian Accounts (UTMA/Gift to Minors Accounts)
  • Transfer of Death (TOD) Accounts
  • Trust Accounts
  • Business Retirement Plans

 


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Rockland County Times

Article Sep 2017

"Meet Volumetric Fund"

 

Who We Are

RCT Article Sep 2017  

 

A Mutual Fund with a Difference

 


Are You Saving Enough?

The later you start, the harder it is to reach your goals. Rates of return on your investment, also make an important difference. See the examples in our Savings Brochure (view/download) and see how investing now is to your advantage. Don't put it off any longer!

Saving Enough?

IRA Accounts for

Individuals and Small Businesses

Open or add to your retirement account today to start taking advantage of tax benefits. Also, consider rolling over or transferring your existing IRA or 401(k) from a previous employer. The below brief descriptions are some of the retirement accounts we offer; however, you may want to consult your tax adviser which plan is best for your tax situation.

 Individuals Retirement Accounts:

  • Traditional IRAs - Make contributions with money you may be able to deduct on your tax returns. Any potential earnings grow tax deferred until you withdraw them at retirement.
  • Roth IRAs - Contributions are made with after tax dollars and not tax deductible. All funds compound tax free and all withdrawals from the account are also tax free at retirement.
  • Rollover/Transfer IRAs - Do you have an existing 401(k) from a previous employer or IRA that you would like to transfer out and into Volumetric Fund? Contact us at 800-541-FUND so, we can help.

 Businesses Retirement Accounts:

  • Solo 401(k) - This plan is designed for owner-only business and spouses. If you qualify, this plan is attractive because of the high contributions amounts and large tax deductions available.
  • SEP (Simplified Employee Pensions) - Designed for self-employed individuals and small business owners (typically with up to 25 employees). The SEP allows for higher tax deductible contributions. Earnings in the account are tax free until withdrawn.
  • SIMPLE (Savings Incentive Match Plan for Employees) - This plan is designed for businesses with 100 or fewer employees. Contributions are tax deductible and earnings are tax free until withdrawal. 
 

Retirement Brochure

Transfer In / 401K Rollover

Do you have assets you would like to transfer in or rollover to Volumetric Fund from a: 401k Plan, past employee retirement account, IRA, annuities, etc? We can help! Call us today at 800-541-FUND, email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or download the forms

 

Retirement Brochure

 


 

Phone

800-541-FUND

845-623-7637

 

Email

This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

Pearl River, New York 10965


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