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Adviser Only Materials




Service Level & Compliance

Superior Strategies
by Design

What makes IA
Strategies Unique


What You Need to Know About
the IA Strategies




Tax-Advantaged Strategies




Tax-Advantaged
Aggressive Growth

Tax-Advantaged
Capital Preservation

Tax-Advantaged
Conservative Growth

Tax-Advantaged
Growth
       
       

Tax-Advantaged
Moderate Growth

Tax-Advantaged
Pure Preservation




Tax-Managed Strategies




Tax-Managed
Aggressive Growth


Tax-Managed
Capital Preservation

Tax-Managed
Conservative Growth

Tax-Managed
Growth
       
       

Tax-Managed
Moderate Growth

Tax-Managed
Pure Preservation



IA Strategies Diversifier




Diversifier Risk Managed




 

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.

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