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Portfolio Management


By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to meet your financial objectives. Your Wealth Advisor works with the Investment Committee to manage your portfolio daily. While working with the Investment Committee, your Wealth Advisor builds out your model and continually evaluates your portfolio in order to help keep it aligned with your investment objectives

Disciplined Investment Management

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of client portfolio managers as well as fundamental and technical analysts and strategists.

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