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Illuminating Financial Futures
The Big Difference
How you Invest is just as important as how you Spend
More Concentrated portfolios vs. Overly diversified ones
Excellent investment ideas are rare- therefore they should represent a significant fraction of the portfolio.
Our portfolios tend to behave independently of the overall market at times due to their more focused investments.
We focus on growing your account……not on playing golf schmoozing with clients.
Our portfolios offer the best of Active and Passive management without being homogenized.
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