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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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