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CUSTOMIZED INVESTMENT
SOLUTIONS



Construct customized client portfolios utilizing single managed accounts

Focus on directly purchasing and monitoring securities for clients (corporate bonds/equities) instead of using high-cost funds

Evaluate alternative investment solutions (Venture Capital, Real Estate, Private Equity) to compliment a client's portfolio

The benefit of active decision making to take advantage of evolving market conditions
SUPERVISORY

Assistance in opening investment accounts

Auditing of all bank and investment transactions

Custom reporting to your requirements

Liaise with tax and succession planning partners to provide
a comprehensive solution to all the client's financial needs
ADVISORY

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