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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.