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I’m concerned about taxes, and I’m conservative. Does Regatta have a portfolio strategy that can fit different situations?

April 26, 2017concerned conservative different fit I’m portfolio regatta situations strategy taxes

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I’m concerned about taxes, and I’m conservative. Does Regatta have a portfolio strategy that can fit different situations?

1 Answer

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Yes. We have several portfolios to meet your objectives from conservative buy and hold strategies to more dynamic asset allocation models. We also offer custom tailored options to meet your specific goals.