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Investment Management

Both saving and investing have a place in your financial plan. However, don't confuse the two. Saving is the process of setting aside money to be used for a financial goal, as part of a workplace retirement savings plan, an individual retirement account, a bank savings account, or some other savings vehicle. Investing is the process of deciding what you do with those savings. Some investments are designed to help protect your principal — the initial amount you've set aside – and other investments can gain or lose value and may offer interest or dividends. Proper analysis of your risk tolerance is the key to investment management.

Our advisors have access to a nearly limitless menu of investment options, including individual securities, mutual funds, bonds, ETFs, and many other choices. We will work with you to customize a plan suitable to your financial situation.

Please contact us so we can help you decide which investments fit into your financial plan.

All Securities through Money Concepts Capital Corp.,
11440 N Jog Rd.
Palm Beach Gardens, FL 33418
Itasca Bank & Trust Co. is an independent firm not affiliated with Money Concepts Capital Corp.
Not a Deposit. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not Insured by any Government Agency.
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