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SERVICES We offer two fee-based services: • We build and manage customized portfolios of stocks and bonds for individuals and family groups, businesses, endowments, and foundations. Fees are based on assets under management. • We consult on financial issues on an hourly basis. • We pride ourselves on taking the time to understand our clients’ needs and delivering personal attention. • We
listen carefully to each client’s individual, corporate or institutional
needs. • We design portfolios or solutions specific to the client’s needs. • We work closely with a client’s other advisors. |