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                                   Quality, Comprehensive, Efficient Money Management 

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Quality: Over 20 years of quality model portfolio history relative to reasonable benchmarks.

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Comprehensive: Covering the spectrum of money management:  strategic, tactical, active, passive, value, tax-efficient, absolute return, protected, long/short, and income.

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Efficient: No short-term redemption fees, no loads, low transaction costs, low expense ratios.