INVESTMENT OFFERING
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Firm Overview

  • Proprietary Quantitative Screening Process & Fundamental Bottom-Up Analysis 
  • Competitive Pricing Due to Institutional Relationships 
  • Institutional & High Net-Worth Client Base
  • Extensive Financial Planning Services 
  • 50+ Years Combined Experience

Firm Credentials Include

  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Analyst (CFA) & MBA
  • Doctoral Degree (PhD), & Attorney
  • National Social Security Advisor (NSSA®)
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