Investment Funds - PowerPoint PPT Presentation

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Investment Funds

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

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

  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 Brandon Dias Retire Invest Goals Grow

  4. A Question of Funds • What are my investment objectives? • How stable is my investment? • How much income might this investment provide? • What growth potential does the investment offer? Brandon Dias

  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 Brandon Dias

  6. Average Investment Return Brandon Dias

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