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      Our customized products are available to Individuals, Foundations, Institutions and Non-Profit Organizations.

      Customized Asset Allocation Portfolios:

      These portfolios are designed for clients seeking a customized asset allocation strategy to fit the proper income/growth and risk reward strategy.

      Click here to review: A Few Asset Allocation Strategies

      Total Return - Large Cap Value Separate Accounts:

      Our quantitative Large Cap Value Total Return Strategy invests in Blue Chip companies we believe are undervalued and posses attractive valuations for appreciation and stable dividends.

      Click here to review: Our Quantitative Philosophy and Process