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This document outlines the investment services of a bull market investment firm. It details the investment types offered which include fixed income, equities, mutual funds, commodity funds, and emerging market funds. Portfolio management requires a $250,000 minimum investment and includes personal risk analysis, diversified strategies, and quarterly statements. Additional services provided are private financial evaluations, mutual fund investments, retirement planning, and tax-deferred options. A chart shows the growth of a $1 million 4th quarter investment.
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- 1. BULL MARKET INVESTMENTS NAME Period “Grow With Us”
- 2. INVESTMENT TYPES • Fixed Income • Equities • Mutual Funds • Commodity Funds • Emerging Market Funds “Grow With Us”
- 3. PORTFOLIO MANAGEMENT • Minimum of $250, 000 invested • Personal risk analysis • Diversified portfolio strategy • Quarterly account statements “Grow With Us”
- 4. SERVICES INCLUDE • Private financial evaluation • Various mutual fund investments • Retirement savings planning • Tax-deferred investment options “Grow With Us”
- 5. 4th QUARTER INVESTMENT 2,000,000 1,800,000 1,600,000 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 October November December “Grow With Us”
- 6. 4th QUARTER INVESTMENT 2,000,000 1,800,000 1,600,000 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 October November December “Grow With Us”