1. Casey Investments Your Personal Investment Managers
Investment Funds
Casey Investments
Your Personal Investment Managers

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

3. 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
Goals
Grow
Retire
Invest

4. 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?

5. 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

6. Average Investment Return

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