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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:
+17.372%
- Since Inception: +165.052%
- Annualized Return: +37.229%
- 3-Year Monthly Average: +2.675%
- Quarterly Average: +8.010%
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