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What is your research process?

Posted in on Mar 24, 2020

Many clients ask us how we’re able to manage so much money AND maintain such personal relationships with our clients. We are able to do it because of the strength and depth of our financial planning team and portfolio managers.

Our research process allows us to custom construct portfolios. In addition, we can include exchange traded funds, stocks, and individual bonds.

As independent representatives we are free to select from companies that best serve our client’s interests.