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EXPERIENCED. TRANSPARENT. OBJECTIVE.

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

OBJECTIVE INDEPENDENT ADVICE

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

CLIENTS FIRST

“WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.”

– HENRY DAVID THOREAU

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  2. ENDOWMENT & INSTITUTIONS

ENDOWMENT & INSTITUTIONS

We work to assist with preparation of investment policy statements, asset allocation strategies, investment selection, and customized portfolio performance reporting.   We will monitor the plan and perform ongoing portfolio adjustments and performance reporting.  We will assist the Investment Committee in keeping current with and informed about the portfolio investments, strategies, and performance.

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Ready. Set. Grow.

Investment Advice offered through Founders Financial Alliance, LLC, a registered investment advisor.

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