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Wealth Advisory And Management Services

An assigned Investment Advisor will provide continuous advice regarding the investment of Client’s funds based on a pre-completed risk analysis. Investment advice and decisions will take into consideration the clients goals, objectives, and needs – both short-term and long-term. The Advisor will always direct and manage a given portfolio of securities based on an agreed upon strategic plan which is specific to each and every client.

Some of the asset classes that would be included are:

› Cash and its equivalents

› Equities

› Derivatives

› Fixed income assets

› Real Estate

› Closed and Open-ended Mutual Funds and ETFs.

› Alternative investments

› Commodities

› Franchises

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