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

 

Watch Our TV Commercial

 


Saving Enough?

Retirement Brochure

Retirement Brochure

 

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 (click here) and see how investing now is to your advantage. Don't put it off any longer!

Retirement Accounts

for Individuals and Small Businesses

Retirement accounts can offer a great tax benefit! We offer several different types of individual and business retirement accounts. Click here or the picture of the above brochure to above to learn more how you can benefit.  You may want to consult your tax adviser which plan is best for your tax situation.

 

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 view the brochure

 


Rockland County Times

Article Sep 2017

"Meet Volumetric Fund"

RCT Article Sep 2017  

Who We Are

A Mutual Fund with a Difference

 

Pearl River, New York 10965

 

  Phone: 800-541-FUND / 845-623-7637

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


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