WHO ARE OUR CLIENTS
Since our inception we have been serving a diversified client base. Our services and results have proved equally valuable regardless of account size; whether it be a $100,000 account or a $50,000,000 account.
Unions
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Taft-Hartley Pension Plans
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Annuity and 401k Plans
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Health & Welfare Benefit Plans
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General Funds
Individuals
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Personal & Joint
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High Net Worth Individuals
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Family Offices
Corporations
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Small and Large Businesses
Trusts
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Trust Assets
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Personal Trust
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Revocable/Irrevocable Trusts
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Living Trusts
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Charitable Trusts
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Retirement Plans
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IRAs, Roth IRAs, Rollover IRAs
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401ks
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Profit-Sharing Plans, Defined Benefit Plans, Defined Contribution Plans
Institutions
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Non-Profit
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Homeowner Associations