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Investment Funds

Investment Funds. Casey Investments Your Personal Investment Managers. A Personal Approach. The balance between stability, income, and growth. 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.

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Investment Funds

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  1. Investment Funds Brandon Dias Casey Investments Your Personal Investment Managers

  2. A Personal Approach • The balance between stability, income, and growth Brandon Dias

  3. 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 Brandon Dias Retire Invest Goals Grow

  4. 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? Brandon Dias

  5. 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 Brandon Dias

  6. Average Investment Return Brandon Dias

  7. Products and Service • 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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