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How often does a representative from MMPW meet with each client?

April 26, 2017client meet mmpw representative

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How often does a representative from MMPW meet with each client?

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MMPW is flexible and will meet with its clients as often as requested. These meetings are important not only to review the status and performance of the portfolio but to review the client’s overall financial situation and the possibility of a change in investment objectives, as well.