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What types of investments does John typically use for client portfolios?

April 26, 2017client investments John portfolios types

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What types of investments does John typically use for client portfolios?

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We typically use a combination of investment vehicles primarily dictated by what will work best for the client. We typically use stocks, bonds, mutual funds, ETFs, and unit investment trusts. For more sophisticated client needs we have access to hedge funds and institutional money managers.