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Superior Strategies by Design

Interdependent Advisor Strategies (IA Strats) are efficiently constructed Team-Directed managed portfolios designed to cover the risk spectrum where our portfolio manager provides thorough security analysis utilizing passive ETFs, factor-based ETFs, active ETFs, as well as mutual funds and interval funds, where appropriate. Armed with the knowledge that passive investments work better for certain asset classes while actively managed investments perform better for others, we have diligently built IA Strats to provide skilled execution and tax management for our clients, with models that are always focused on avoiding downside capture.

Please review the accompanying slides for up-to-date information, and we look forward to helping you support your clients’ advisory needs with IA Strats!