I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Sean James.

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Presentation transcript:

I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Sean James

A P ERSONAL A PPROACH The balance between stability, income, and growth Sean James

T HE R IGHT A PPROACH FOR Y OU Let’s determine Who you are What you currently have What your objectives are What you need How to meet your needs Sean James InvestGoalsGrow Retire

A Q UESTION OF F UNDS What are my investment objectives? How stable is my investment? How much income might this investment provide? What growth potential does the investment offer? Sean James

A F UND FOR E VERYONE Money Market Funds Short-Term Bond Funds Intermediate-term Bond Funds Long-term Bond Funds Growth Funds Growth and Income Funds Global Growth Funds Sean James

A VERAGE I NVESTMENT R ETURN Sean James

P RODUCTS AND S ERVICE Products Stocks, bonds, and mutual funds Services Complete financial and tax planning Estate planning Check writing Electronic Fund Transfer (EFT) Sean James

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