Investment Funds Casey Investments Your Personal Investment Managers.

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Presentation transcript:

Investment Funds Casey Investments Your Personal Investment Managers

A Personal Approach The balance between stability, income, and growth

The Right Approach for You Let’s determine –Who you are –What you currently have –What your objectives are –What you need –How to meet your needs Invest Goals Grow Retire

A Question of Funds What are my invetment objectives? How stable is my investment? How much income might this investment provide? What growth potential does the investment offer?

A Fund for Everyone Money Market Funds Short-Term Bond Funds Intermediate-term Bond Funds Long-term Bond Funds Growth Funds Growth and Income Funds Global Growth Funds

Average Investment Return

Products and Service Products –Stocks, bonds, and mutual funds Services –Complete financial and tax planning –Estate planning –Check writing –Electronic Fund Transfer (EFT)