worlD-class aDvice with a local approach

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

How we can Helpat cargile investment Management, we offer a wide range of services. our experienced team of financial professionals can assist you with:

• investment services

• Financial planning

• insurance decisions

• retirement planning

• Developing an estate plan

• life insurance audit or review

• planning for the cost of higher education

cargile investMent ManageMent

In a confusing, fast-paced financial world, you want consistent, understandable advice regarding your investments and assets. At Cargile Investment Management, we guide you through

the financial decision-making process so that you are positioned to achieve your goals.

Our team, led by Mickey Cargile, CFP®, is composed of skilled financial professionals who pride themselves on their integrity and loyalty to clients. Increasing each client’s wealth is our mission, and we do that by drawing on the comprehensive bank of knowledge we’ve accumulated after decades in the financial planning and wealth management business.

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.

what we BelieveWe 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

At Cargile Investment Management, we analyze all aspects of your wealth so that we can discover the core issues that affect your financial health. While some advisors treat

individual financial symptoms, we care for the whole patient.

We build diversified portfolios designed to help clients reach their long-term goals. Our advice is conservative, seeking to maximize growth while minimizing risk. As independent advisors, we offer objective recommendations based on our in-house research and detailed knowledge of financial markets.

Our skilled staff draws on a wealth of experience to develop financial solutions that work for you. Our goal is to help you build and manage your wealth. We’re not salesman, and we don’t earn commissions or push certain products. We adhere to a strict code of ethics, helping us build lasting relationships with clients who truly value our financial advice. Your interests are our interests.

core Valueswhen we work with clients, we conduct all business with the following core values in mind:

Independence: our primary goal is helping you build your wealth, not selling a particular array of products or services. our interests are aligned with yours.

Integrity: as professional, independent advisors, we work for you. we make recommendations that we believe will maximize financial opportunities while also minimizing risk.

Trust: Your trust in us is invaluable. we’re charged with providing prudent, responsible financial advice, and we take that role very seriously.

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.

our philosophY

how we can helpYour 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

argile Investment Management offers our clients comprehensive investment advice. We don’t believe in looking at your financial concerns in isolation. Instead,

we conduct an in-depth analysis of your situation so that we can develop holistic solutions that help you achieve your long-term financial goals.

As a full-service financial advisory firm, we provide all the wealth management services you need under one roof, including:

• Investment management• Financial planning • Insurance advice and placement• Life insurance audit/review • Planning for the cost of higher education• Investing for retirement• Developing your personal estate plan

The skilled advisors at Cargile Investment Management have the ability to navigate a complex and swiftly changing financial world. We offer clients Wall Street-caliber advice that takes your specific situation and needs into account. Our in-house research and decision-making is grounded in the belief that by diversifying your investments and managing risk you’ll be better positioned to achieve long-term portfolio growth.

You want the best in other areas of your life. Don’t settle for less when it comes to wealth management.

serVices we offerwe are able to provide assistance with a number of specific issues and products:

Investment Services:

• separately managed accounts

• Mutual funds

• Bond portfolios

• Fixed income

• Fixed and variable annuities

• tax-exempt bonds

• cDs

• account consolidation and reporting

Retirement Planning

• iras

• 401(k) plans

• Profit-sharing plans

• Fixed and variable annuities

Other Financial Planning

• education planning

• estate planning

• insurance planning

Insurance Review:

• life insurance

• high-limit disability insurance

• long-term care insurance

our services

C

the cargile investMent ManageMent DiFFerence

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

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 ExpertiseWhen 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 ServiceWe 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.

how we’re DiFFerent