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Quotes by TradingView
Simplicity and a long-term focus
I believe that building wealth is done by owning excellent businesses over an extended period of time. It is not done by fancy trading strategies, timing, or blindly applying “diversification”.
Instead, I prefer to identify what I believe are best-of-breed companies through deep fundamental research into each company’s qualitative and quantitative stories.
Steven Speck
Investment Services
Under $100K in investment assets
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Access to weekly market commentary
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Professionally managed investment portfolio
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Digital platform access
Wealth Management
Over $100K to $1M investment assets
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Specialists in real estate
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Customized portfolio
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Private Client
Over $1M investment assets
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Private equity investments*