Investment Funds

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Investment Funds

• Pacific Coast Investments
• Your Personal Investment Managers

2
A Personal Approach

• The balance between stability, income, and growth

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The Right Fund for You

• Lets determine
• Who you are
• What you currently have
• What your objectives are
• What you need
• How to meet your needs

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A Question of Funds
Stability

• What are my investment objectives?
• How stable is my investment?
• How much income might this investment provide?
• What growth potential does the investment offer?

Income
Growth
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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
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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)