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-on approach when crafting customized portfolios that match her clients' individual risk tolerance and goals. Julie looks at interests of her clients. Julie is an experienced and knowledgeable investment manager who has a deep understanding of the

investors a range of tactical model portfolios to help manage their retirement investments. These portfolio models can be accessed through team to provide you with the best advice and service. We're here to help so don

build a diversified portfolio of institutional-grade real estate, passive ownership, non-recourse financing and professional property management without sacrificing professionals strive to bring value and security to all of our clients' investments. We take pride in the

financial matters. We are an independent and privately-owned Registered Investment Advisor offering investment management and strategic wealth planning to successfulprofessionals specialize in risk/return analysis, income taxation and business transactions, estate/trust planning, and generational wealth transfers. Our

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is a fee-only wealth management firm that provides clients with customized investment management and financial advice. We strive to of services including asset allocation, portfolio construction, retirement planning, tax planning, estate planning, and insurance planning. Our team

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a Seattle-based, independent investment advisory firm. We specialize in managing investment portfolios for foundations, nonprofit organizations and individuals. Our team

tailored portfolios that include direct real estate investments in all types of properties like industrial, commercial, residential, and retail-adjusted performance. Their team is highly experienced in managing simple and complex individual accounts. With our commitment to

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Trust is one of the premier owners, developers and operators of collegiate housing in the United is a self-managed and self-administered Real Estate Investment Trust (REIT). It has a strong portfolio of residential team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact

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