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- Independent and objective advisor without conflicts of interest
- Use of
proprietary asset allocation software to determine the most efficient
portfolio, relative to risk-return parameters
- Diversification between and
amongst asset classes, managerial styles and individual securities
- Access
to the better, consistent performing, institutional managers at reduced
minimums and/or pricing
- Continuous monitoring of existing and prospective
money manager performance and associated levels of risk
- Quarterly
performance measurement reports comparing account performance to relevant
indices and peers
- Complete disclosure of all costs (no periodic, hidden or
transactional compensation) based on fair market value of total assets under
management
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