Our Operational Strengths
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Your Portfolio Manager has decades of professional experience at firms managing billions in client assets. |
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Your Portfolio Manager is supported by a team of investment professionals who represent over a decade in each of their respective investment specialties. Over 100 years of professional experience is represented in your investment team. |
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Our investment approach features a carefully chosen blend of individual securities balanced to provide maximum liquidity and reduced volatility to meet your individual needs. |
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Your portfolio is designed to meet your individual needs and objectives. Your long-term goals, tolerance for risk, and need to generate income are factored into your portfolio structure. |
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Your assets are registered in your name and held at a nationally known custodian, from whom you can expect monthly statements, trade confirmations and online access to your accounts. |
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You can expect to receive proactive contact from your advisor, quarterly written reports, and prompt replies to your specific needs. |
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Your account will be traded on the institutional trading desk, which means that pricing and execution efficiency for your trades will be the same as for large investment firms. |