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Focus Areas:
- Individual and High Net Worth Investors
- 401(k), 403(b) Rollovers
- SEP, Roth and Traditional IRAs
- Corporate and Trust Accounts
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Net of Fees Performance
Highlights:
- Year-to-date:
+14.137%
- Since Inception: +157.746%
- Annualized Return: +35.989%
- 3-Year Monthly Average: +2.615%
- Quarterly Average: +7.788%
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