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 Investment Products
Investment Services
- Private Wealth
- Retirement Plans
- Charitable Foundations and Trusts
- Endowment Funds
- Municipal Entities
Investment Philosophy — Disciplined Investment Style
- Two partners assigned to each account
- Each account tailored to clients and their objectives
- Total asset allocation
- Communications
- Quarterly
- Appraisal report
- Investment plans
- Letter of commentary
- Client meeting — we suggest at least every 6 months
- Sound of the Economy — quarterly newsletter
- Regular partner meetings to review markets, specific stocks
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