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Investment Strategies

Our investment strategies are based on a thorough review of your goals, expectations and risk tolerance. We believe that financial planning comes first…. the investment strategy is the product of a good plan. Unlike some advisors, our investment recommendations will take into consideration your total balance sheet, including real estate, business interests, private equity investments and qualified plan accounts (401k plans, etc).

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Active vs. Passive Portfolio Management
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Beyond Traditional Asset Classes: Exploring Alternatives
Do alternative investments make sense for you?
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Exchange Traded Funds
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Handling Market Volatility
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Contact Us to learn more or call us at 404-461-4649.