Caroline Murphy, President. INVESTMENT TYPES Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds.

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Presentation transcript:

Caroline Murphy, President

INVESTMENT TYPES Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds

PORTFOLIO MANAGEMENT Minimum of $250,000 invested Personal risk analysis Diversified portfolio strategy Quarterly account statements

INVEST YOUR MONEY WITH US Proven growth track record 25% returns per year for past three years Estate planning Diversified investment planning

SERVICES INCLUDE Private financial evaluation Various mutual fund investments Retirement savings planning Tax-deferred investment options

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