Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
Investing™
Broad Diversification
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Smoother Rides
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Take out the guessing
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Growth
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Preservation
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Stability
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1) Single Security and Diversified Portfolio Vies are illustrative examples only and do not represent any investment. Diversification does not eliminate the risk of market loss.
2) Diversification takes out the guessing. In US dollars. Diversification does not eliminate the risk of market loss. Past performance is not a guarantee of future results. Indices are not available for direct investment. Their performance does not reflect expenses associated with the management of an actual portfolio. Source: S&P data provided by Standard & Poor's Index Services Group. Russell data copyright © Russell Investment Group 1997-2015, all rights reserved. Dow Jones data provided by Dow Jones Indexes. Dimensional Index data compiled by Dimensional. MSCI data © 2015, all rights reserved. The BofA Merrill Lynch Indices are used with permission; copyright 2015 Merrill Lynch, Pierce, Fenner & Smith Incorporated; all rights reserved. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a wholly owned subsidiary of Bank of America Corporation. Barclays Capital data is provided by Barclays Bank PLC. Citigroup bond indices © 2015 by Citigroup.