Volume 4 / Issue 1

HERE’S THE THING!

Creating a sophisticated portfolio to meet your unique investment needs is considerably simpler, and cheaper today, than at anytime in the history of investing. You don’t need to choose, or even think about choosing, securities. And you don’t need to pay huge fees to retain someone to do that for you. You just need to properly define your unique set of investment objectives, beliefs and risk preferences. There are fairly-priced funds and ETFs aplenty that your investment advisor can map to your needs to recommend a portfolio more affordable, more transparent and more understandable than ever before.

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