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Mutual Funds

About Investing

In today’s busy world, it may be hard to find the time to give personal financial affairs the attention they deserve, but what's more important than your future financial security? No matter whether you are just starting out or you want to continue to build on your success, our registered representatives are dedicated to providing personalized service and appropriate investment solutions to help you attain your financial goals. Explore the following topics to learn more:

What Is a Mutual Fund?

A mutual fund is essentially a pool of stocks, bonds, or other invested assets. You and other investors with similar goals invest your money in a particular fund. A fund manager administers the combined dollars, deciding when to buy and sell fund assets based on market conditions. With a mutual fund, you hold shares in a greater variety of assets than you could by investing on your own.


Asset Allocation & Classes

Asset allocation* considers your investing goals, time horizon, and risk tolerance in determining how much of your portfolio should be invested in stocks, bonds, and cash. The goals of asset allocation are (1) to help reduce fluctuations in the value of your portfolio by combining assets that perform differently under various circumstances and (2) to balance risk and return potential.

*Asset allocation cannot guarantee a profit or protect against a loss.


A Financial Professional Can Help

As an individual investor, you need clear, straightforward answers to your financial questions. By working with a financial professional, you won't have to worry about wading through conflicting advice from numerous sources.

An experienced financial professional can explain the differences between various investments, help you select those that are most appropriate for your needs, assist you in maximizing asset allocation, and offer guidance for successful navigation through economic and stock market cycles.

Contact us for more information about how we can help you with your personal investing needs and goals.


Contact Us

You can reach a Customer Service Representative via e-mail, phone, mail, or fax. You can also visit our Touchstone Investments links for more information.


To request additional information or an appointment, please complete the form below and click the Submit button. A Customer Service Representative will respond to your e-mail by the end of the next business day. Our hours of operation are 8:00 a.m. – 6:00 p.m. ET, Monday through Friday (excluding holidays).

Your Privacy Matters to Us
The Western and Southern Life Insurance Company (Western & Southern Life) values and respects your privacy. Please read our Privacy Policy for complete details.


Your communication with Western & Southern Life through this form is secure.

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  1. What are you contacting us about?required
    1. Mutual Funds
    2. Retirement Planning
    3. College Planning
    4. General

By submitting this request, I consent to receive phone calls from Western & Southern Life, for marketing products and services, at the phone number(s) above, including my wireless number, if provided. I understand these calls may be generated using an automated technology. I understand that consent is not required to make a purchase. To purchase without consent, do so by calling 855.973.4669.

Toll-free Phone

To speak to a Customer Service Representative, please call us at 1.866.832.7719 between the hours of 8:00 a.m. and 6:00 p.m. ET, Monday through Friday (excluding holidays).

Representatives of the Client Relationship Center who will be discussing mutual funds with you are Licensed Insurance Agents and Registered Representatives of W&S Brokerage Services, Inc. (member FINRA / SIPC).

Mailing Address

Please send your written correspondence to the following:

Client Relationship Center

The Western and Southern Life Insurance Company

400 Broadway

Cincinnati, OH 45202-3341


You can send us a fax at 513.629.1788.

For Additional Information

Please visit the following links on the Touchstone Investments Web site:

The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA and SIPC

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. To obtain a prospectus or a summary prospectus, contact your Registered Representative. Please read the prospectus and/or summary prospectus carefully before investing.

Touchstone Securities and W&S Brokerage Services, Inc., are members of Western & Southern Financial Group.

Securities products are not bank products, are not a deposit, are not insured by the FDIC, NCUA, or any other federal entity, have no bank guarantee and may lose value.

Spokesperson is a compensated endorser.


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Last Updated: 12/14/2017