1. wor lD - cl a ss aDvi ce wi t h
a loca l a pp ro ach
Based in Midland, Texas, Cargile Investment Management offers clients Wall
Street-caliber services with a personal feel. We use our extensive expertise to
help you navigate complex financial decisions and manage your wealth.
508 w. wall street, suite 1100 | Midland, tX 79701| www.cargileinvestments.com | phone: (432) 617-1394

2. cargile investMent ManageMent
I How we can Help
n a confusing, fast-paced financial world, you want consistent,
understandable advice regarding your investments and assets. at cargile investment Management, we offer
At Cargile Investment Management, we guide you through a wide range of services. our experienced
the financial decision-making process so that you are positioned to team of financial professionals can assist
achieve your goals. you with:
• investment services
Our team, led by Mickey Cargile, CFP®, is composed of skilled • Financial planning
financial professionals who pride themselves on their integrity and • insurance decisions
loyalty to clients. Increasing each client’s wealth is our mission, and
• retirement planning
we do that by drawing on the comprehensive bank of knowledge
• Developing an estate plan
we’ve accumulated after decades in the financial planning and
wealth management business. • life insurance audit or review
• planning for the cost of higher
education
Cargile Investment Management is an independent financial
advisory firm. We make all decisions with our clients’ best interest
in mind. With our deep knowledge of financial markets, we assess
each client’s unique situation and implement solutions that help
them build and preserve their wealth. As internationally recognized
financial experts, we’re often called upon to provide commentary
and analysis for Fortune, Forbes, Consumer Reports, The Washington
Post, and other media outlets. We put that same wisdom to work
when developing financial plans for our clients.
Whatever your current situation, we believe that investing,
managing risk, planning for retirement and preserving wealth
should be a priority. We help clients take advantage of appropriate
financial opportunities and achieve their goals by offering
trustworthy, ethical advice. By doing this, we create long-term
relationships with clients who see us as a key partner in their
financial lives.

3. w hat we B e l i e ve
We believe that everyone can benefit from conservative, unbiased financial advice.
Our team of financial professionals is focused on developing diversified,
risk-appropriate portfolios with clients’ long-term goals in mind.
508 w. wall street, suite 1100 | Midland, tX 79701| www.cargileinvestments.com | phone: (432) 617-1394

4. our philosophY
A core Values
t Cargile Investment Management, we analyze all aspects
of your wealth so that we can discover the core issues that when we work with clients, we conduct all
affect your financial health. While some advisors treat business with the following core values in
individual financial symptoms, we care for the whole patient. mind:
Independence: our primary goal is helping
We build diversified portfolios designed to help clients reach their you build your wealth, not selling a
long-term goals. Our advice is conservative, seeking to maximize particular array of products or services.
our interests are aligned with yours.
growth while minimizing risk. As independent advisors, we offer
objective recommendations based on our in-house research and Integrity: as professional, independent
advisors, we work for you. we make
detailed knowledge of financial markets.
recommendations that we believe will
maximize financial opportunities while also
Our skilled staff draws on a wealth of experience to develop minimizing risk.
financial solutions that work for you. Our goal is to help you build Trust: Your trust in us is invaluable. we’re
and manage your wealth. We’re not salesman, and we don’t earn charged with providing prudent, responsible
commissions or push certain products. We adhere to a strict code financial advice, and we take that role very
of ethics, helping us build lasting relationships with clients who seriously.
truly value our financial advice. Your interests are our interests. Loyalty: we focus on building long-term
relationships with clients who understand
how a committed partnership with a
financial advisor can help them manage
their wealth.

5. how w e can he l p
Your financial needs are complex. To help you reach your goals,
we offer comprehensive investment advice backed by extensive
research and years of experience in the financial industry.
508 w. wall street, suite 1100 | Midland, tX 79701| www.cargileinvestments.com | phone: (432) 617-1394

6. our services
C serVices we offer
argile Investment Management offers our clients
comprehensive investment advice. We don’t believe in we are able to provide assistance with a
looking at your financial concerns in isolation. Instead, number of specific issues and products:
we conduct an in-depth analysis of your situation so that we can Investment Services:
develop holistic solutions that help you achieve your long-term • separately managed accounts
financial goals. • Mutual funds
• Bond portfolios
As a full-service financial advisory firm, we provide all the wealth • Fixed income
management services you need under one roof, including: • Fixed and variable annuities
• Investment management • tax-exempt bonds
• Financial planning • cDs
• Insurance advice and placement • account consolidation and reporting
• Life insurance audit/review Retirement Planning
• Planning for the cost of higher education • iras
• Investing for retirement • 401(k) plans
• Developing your personal estate plan • Profit-sharing plans
• Fixed and variable annuities
The skilled advisors at Cargile Investment Management have Other Financial Planning
the ability to navigate a complex and swiftly changing financial • education planning
world. We offer clients Wall Street-caliber advice that takes your • estate planning
specific situation and needs into account. Our in-house research • insurance planning
and decision-making is grounded in the belief that by diversifying Insurance Review:
your investments and managing risk you’ll be better positioned to • life insurance
achieve long-term portfolio growth. • high-limit disability insurance
• long-term care insurance
You want the best in other areas of your life. Don’t settle for
less when it comes to wealth management.

7. t he ca r g i le i nvest Me nt
M a na g eM ent Di FFe re nc e
We know you have a choice when choosing a financial advisor. At Cargile Investment Management, we offer
extensive expertise and a distinct approach to financial planning that you won’t find at other firms.
508 w. wall street, suite 1100 | Midland, tX 79701| www.cargileinvestments.com | phone: (432) 617-1394

8. how we’re DiFFerent
Independent Advice
As independent advisors, our interests are aligned with your interests. We don’t sell products or earn
commissions. Our commitment is to crafting personalized financial solutions that meet your specific objectives.
Wealth of Experience
Mickey Cargile, our Founder and Managing Partner, has 30 years of experience in investment management
and the financial industry. Our team members have degrees from the Wharton School of Business, University
of Texas, Austin, and other respected institutions, and we have an established reputation as trusted and ethical
financial advisors.
Recognized Expertise
When you work with Cargile Investment Management, you get access to our team of nationally recognized
experts who regularly contribute their knowledge to publications such as The Washington Post, Fortune, Forbes,
Consumer Reports and The Wall Street Journal.
Comprehensive, Customized Service
We provide truly comprehensive investment advice that is designed to mitigate risk while also taking advantage
of appropriate opportunities for growth. Our research and decision-making is done in-house, so you know you’re
getting recommendations that are developed with your situation in mind.
Local Roots
Like many of our clients, we’ve chosen to build our lives in Texas because it fits with our values and lifestyle.
We’re committed to the Midland community, and our staff is active in many local organizations and activities.
Focus on Relationships
We don’t believe in quick fixes or one-time solutions. Instead, we develop long-term relationships with each of
our clients so we can identify their core financial concerns. We serve as your trusted advisor, overseeing all aspects
of your wealth so that you can concentrate on making more money, while we manage what you already have.