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Videos

Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Diversified Tactical

Watch this video to learn about the Diversified Tactical Strategy. Read more

Videos

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan. Read more

Videos

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
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Fixed Income

Fixed Income is an investment strategy for investors with a specific time horizon, specific goals and a need for income. Read more

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Day Hagan

Day Hagan Tactical Dividend is an investment strategy that makes scientific, mathematical and unemotional decisions. Read more

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Long Term Trend

The Long Term Trend Strategy is an investment strategy that seeks to identify companies with a long term competitive advantage over a full market cycle. Read more

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Perennial Growth

The Perennial Growth Strategy is an investment strategy that seeks to provide long term capital appreciation over preservation. Read more

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AP20

The AP20 Strategy is an investment strategy that seeks to provide capital appreciation while reducing volatility. Read more

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Global Horizons

The Global Horizons Strategy is an investment strategy that seeks to provide global exposure to portfolios. Read more