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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.

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Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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To ensure compliance with requirements imposed by the IRS, we inform you that any tax information contained in this site, was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.