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Investment Management

Our investment philosophy is simple, to mitigate the client's loss of money first and foremost. We achieve this through our proprietary analysis of all available investments on our platform. We create our investment portfolios in house without the aid of a third-party money manager.

Additionally, for clients that seek greater diversification and non-correlation we are able to provide alternative investments that many firms cannot. This includes access to managed futures, non-traded REITs, MLP's, and Business Development Companies (BDCs).

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