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Investment Management Part 2

  1. Weekly blog and email with an update on activity and strategy.
  2. Full transparency and access to actual the investment manager. Little to no third party investment management. This significantly lowers the client’s investment cost.Third party investments involve additional costs!
  3. Wider range of investments– options, gold, corporate bonds, international stocks, etc.
  4. Clients share Investment Models in suitable proportions with the asset manager.
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