GoalMine Security

Your funds are secure

All the money in GoalMine mutual funds and savings accounts are held with external third party banks that are secure and independent. All mutual funds money is held by the Bank of New York. All FDIC Savings account funds are held by The Bancorp Bank.

Site security

Our website uses third party site security partners and technologies to safeguard your information.

FDIC-insured savings

Our savings account is provided by The Bancorp and is FDIC-insured up $250,000. Learn more about our savings account, including APY and provider information.

Mutual fund transparency and accountability

Although mutual funds do have risk because they invest in things like the stock market, they are also highly transparent, regulated by the Securities Exchange Commission, and independently audited. You can always see their investing strategy and what they are investing in with their regular shareholder reports and other documents. So no matter which direction the market goes, you know your money and investments are being watched for fair play.

Market risk for mutual funds

Like any investment, mutual funds have some risk as well as reward. If the value of your investment declines — if the stock market goes down, for example — then it is possible you may lose money.

That's why we take a long-term approach to investing. Although the stock market can be volatile in the short run, it has shown consistent, steady growth over time. That's also why we offer mutual funds that have different asset allocations with various levels of risk and reward. That way, you can manage risk by choosing different mutual funds for different goals — more conservative funds for shorter-term goals, and more aggressive funds for longer-term ones. Always be sure to read the prospectus for a more complete discussion of the risks and rewards of the specific funds you choose.