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Transcript
Investment Funds Goodrich & Young Investments LLP 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 Grow Invest Retire Goals 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? 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 Average Investment Return Products and Service • Products – Stocks, bonds, and mutual funds • Services – Complete financial and tax planning – Estate planning – Electronic Fund Transfer (EFT)
