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Our Due Diligence

Below are a sample of investment management platforms we use to determine risk, allocation and other aspects of a client’s portfolio detail. In addition to the reports we use, we stay in touch with each investment management firm and/or manager and use individual subjective determination to decipher the best choice for our investment selection. The reports are not representative of any current client portfolio and for illustration purposes only.

 

morningstar

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stresstest

 

 

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riskalyzerm

 

 

 

 

 

TR-Hi-Res

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