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I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Brandon Dias.

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Presentation on theme: "I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Brandon Dias."— Presentation transcript:

1 I NVESTMENT F UNDS Casey Investments Your Personal Investment Managers Brandon Dias

2 A P ERSONAL A PPROACH The balance between stability, income, and growth Brandon Dias

3 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 Brandon Dias Invest Goals Grow Retire

4 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? Brandon Dias

5 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 Brandon Dias

6 A VERAGE I NVESTMENT R ETURN Brandon Dias

7 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) Brandon Dias


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