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Our Interests are Aligned with Yours.
Since our fees are based on the assets and not on the products, we are not limited to investments that pay a commission. We have access to an open architecture of investments, including no-load mutual funds, loaded mutual funds purchased at the net asset value (NAV), institutional money managers, stocks, bonds, UITs and ETFs. Also, advisory investments are absent any long-term contingent deferred sales charges, so you will not have to worry about liquidation charges or illiquid investments.
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