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Investment Management

Our investment management philosophy is one anchored in transparency and the best interest of our clients when it comes to managing their investment portfolio. One of the ways we’re able to maintain this high standard is through our open-architecture platform. With a vast universe of tens of thousands of independent investment solutions, we take clients through a collaborative process of building a personalized portfolio around their unique goals and objectives. 

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Investment Management

Our investment management services include:   
•    Portfolio Analysis and Review
•    Investment Portfolio Construction and Management
•    Separately Managed Accounts 
•    Unified Managed Accounts
•    Access to Alternative Asset Classes

(Private Equity, Hedge Funds, etc.)
•    Customized structured investments
•    Tax-Sensitive Portfolio Management
•    Tax-Loss Harvesting
•    Annuity Review/Analysis

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