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A multidisciplinary team providing thoughtful advice on all aspects of personal finance
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Discretionary active portfolio management according to our investment models developed internally
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Fully transparent investment process
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Customized hedging programs and portfolio monetization strategies
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Direct communication with third parties involved in the management of our clients' family affairs
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Dedicated client service Monday to Friday from 8:00 am to 4:30 pm (objective of no voicemail)
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Weekly review of cash balance and asset allocation for each client
OUR 5 CORE BELIEFS
