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Materials to Guide Your Client Conversations

One of our goals is to make available everything we do in our own practice that might be of value to other advisors. Beyond the considerable resources we devote to providing our research and investment strategy on AdvisorIntelligence, we also share the communications we use to establish and maintain our client relationships. These educational materials range from the initial Investment Policy Statements to regular quarterly newsletters and PowerPoint presentations.

Here are a few samples of the valuable materials we create for our subscribers to utilize in their own practice:

PowerPoint Slides That Support Our Portfolio Guidance
Outperformance of Actively Managed Bond Funds
Customizable, Redistributable Quarterly Investment Commentaries
Investment Commentary Sample


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