Tim

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rtINVESTMENT FUNDS

Casey Investments

Your Personal Investment Managers

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A PERSONAL APPROACH

The balance between stability, income, and growth

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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

Invest

Goals Grow Retire

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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?

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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

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AVERAGE INVESTMENT RETURN

Bonds Stocks Mutual funds

0

2

4

6

8

10

12

1 year3 year5 year7 year

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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)