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Investment Funds
Goodrich & Young Investments LLP
Personal Investment Managers
A Personal Approach
• The balance between
stability, income, and
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
A Question of Funds
• What are my investment
• How stable is my
• How much income
might this investment
• What growth potential
does the investment
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)