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Investments &
Brokerage
Managed Account
A key trend in the
financial services market place today is the move toward a flat
"fee-based" payment structure based on the amount of investor
assets. Church Street's managed products are designed to fit a wide
range of client profiles.
Mutual Funds
Mutual Funds have become
the investment vehicles of choice for millions of investors worldwide.
Mutual Fund offerings include U. S. Equity funds, global/international
equity funds, asset allocation funds, bond funds, global bond funds,
municipal bond funds, and money market funds.
Annuities
Whether your goal is
to build wealth for the future, to preserve the assets you have
already accumulated, or plan for the transfer of your assets to
your heirs, tax-deferred annuities can offer you sensible investment
solutions. They offer a variety of products including variable,
fixed and immediate income annuities.
Stocks
For years common
stocks clearly have given investors the potential to fulfill their
objectives of building and preserving wealth. At Church Street,
they believe that stocks play an important role in a diversified
portfolio. With a proper asset allocation they can help to minimize
risk.
INVESTMENT DISCLAIMER
- Not Bank Deposits
- Not Insured or Guaranteed by any
Bank
- Not insured by any federal government
agency
- Not FDIC Insured
- Involves Investment Risk, Including
the Loss of Principal
Securities offered by a registered
representative through Multi-Financial Securities, Corporation
(MFSC). Member NASD, SIPC. Church Street Financial Services is
not a subsidiary or an affiliate of MFSC. Securities activities
are supervised from a MFSC branch office at 2121 US Hwy 190 West,
Livingston, TX 77351. Money paid for securities is not a deposit,
is not guaranteed by, nor an obligation of The First National
Bank of Livingston, TX, and is not protected by the Federal Deposit
Insurance Corporation or any other federal agency.
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