What is your range of resources?

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  |  February 20, 2015  |  
Workhorse Marketing

As an independent investment advisory firm, our resources are extensive. Our custodian partners are Raymond James, Charles Schwab and Fidelity Investments. This provides us with access to premier research and leading technology solutions. Our scale enables us to solicit what we believe are the best terms and execution on Wall Street. We have the flexibility to manage assets across multiple custodians, at client request, and provide consolidated investment reporting.