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INVESTMENT STRATEGIES

INDIVIDUAL STOCKS

INDIVIDUAL STOCKS

Stock portfolios offers transparency, lower cost, more diversity, and with measurable fundamentals within various strategies. 

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MANAGED FUNDS

MANAGED FUNDS

After determining youre risk number, a custom designed managed portfolio can be higher rated Exchange Traded Funds, Stocks, and Fixed income. All investments are consistent with your Investment Policy Statement (IPS). 

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INDIVIDUAL BONDS

INDIVIDUAL BONDS

We commonly use individual high quality investment grade bonds or fixed income to reduce client cost, provide maturity dates, and diversity by industry.  

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