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                                   Quality, Comprehensive, Efficient Money Management 

Quality: Over 20 years of alpha-generating model portfolios relative to reasonable benchmarks.

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

Efficient: No short-term redemption fees, no K1s, no loads, low transaction costs, low expense ratios.

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