To offer small Banks and Credit Unions a stand alone investment management platform that will service and monetize current customers in a manner that many of these institutions currently are not.
TIME AND RISK
effect on portfolio construction
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This is not investment advice and does not constitute a solicitation, recommendation or endorsement of any kind. It is for educational purposes only, and does not address the circumstances of any particular individual or entity. If you do become a client, your portfolio will differ from what you see here for numerous reasons including but not limited to: account size, risk tolerance, market conditions, availability and timing of investments, fees, taxes, regulations, changes in investment frameworks or changes to algorithm parameters.
