Investment Funds Pacific Coast Investments Your Personal Investment Managers.

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Presentation transcript:

Investment Funds Pacific Coast Investments Your Personal Investment Managers

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

The Right Fund For You l Let’s determine –who you are –what you have currently –what your objectives are –what you need –how can your needs be met

A Question Of Funds l What are my investment objectives? l How stable is my investment? l How much income might this investment provide? l What growth potential does the investment offer? Stability Income Growth

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

Average Investment Return

Products and Service l Products –Stocks, bonds, and mutual funds l Services –Complete financial and tax planning –Estate planning –Check Writing –Electronic Fund Transfer

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