i nvestment f unds casey investments your personal investment managers nathan rohrer
TRANSCRIPT
Nath
an R
ohre
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INVESTMENT FUNDS
Casey Investments
Your Personal Investment Managers
Nath
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r
A PERSONAL APPROACH
The balance between stability, income, and growth
Nath
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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
InvestGoals Grow Retire
Nath
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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?
Nath
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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
Nath
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AVERAGE INVESTMENT RETURN
Bonds Stocks Mutual Funds
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
1 Year2 Year3 Year4 Year
Nath
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PRODUCTS AND SERVICE
Products Stocks, bonds, and mutual funds
Services Complete financial and tax planning Estate planning Check writing Electronic Fund Transfer (EFT)