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Frequently Asked Questions
• What type of tax-managed investment strategies has my current advisor implemented?
Ask your advisor what plans and strategies he is using.
• Do you use retail products in your investment portfolios or are they institutionally managed?
• Is my advisor commission or fee-based?
Is your advisor trying to sell you financial products to try and make a commission(commission) or
is he trying to grow your assets(fee-based).
• How are today's innovative technologies being implemented in my investment models?
• Have I adapted in this technology dominant environment to gain more access to success?
If not inquire with us.
Unfortunately, you might not even know the answers to these questions.