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• Managed Accounts
• SOLUTIONS
• Core Retirement Portfolio
• Core Investment Portfolio

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• ASSET ALLOCATION
• Core Balanced Portfolio
• Core Balanced Portfolio - Tax Advantaged
• GLOBAL EQUITY
• Core Equity Portfolio
• Global Leaders Portfolio

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• U.S. EQUITY
• Quality Dividend
• Select Quality Growth & Income
• Research Opportunity

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• Mutual Funds
• Quality Dividend Fund
• QDVAX | QDVCX | QDVIX
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• Exchange Traded Funds
• EquityCompass Risk Manager ETFs
• ERM | TERM