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ACTIVE DISCRETIONARY ACCOUNT BENEFITS:
This option provides clients peace of mind; investment and financial professionals monitor
your investment positions and asset allocation on a daily basis, freeing up your time to do the
things you enjoy. After completing an in-depth assessment of the investor’s risk-tolerance and
financial priorities, we’ll seek to achieve a level of performance that exceeds the overall
market while preserving principal. You receive written formal proposals of initial buys and
sells. All future trades made will be consistent with the stated client objectives.
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