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Financial Fitness

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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

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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.

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Day Hagan

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Day Hagan

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

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Back 2 Basics

Infographics

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Long Term Trend

Videos

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.

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Perennial Growth

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Perennial Growth

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

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AP20

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AP20

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

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Global Horizons

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Global Horizons

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

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Disciplined Investment Process

Infographics

Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives.

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Passive vs. Active Management

Videos

Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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