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Wealth management ideas that make a difference.

I am a strategy manager, not a stock picker. My speciality is designing and managing retirement portfolios for the long run. As an advising representative of Lycos Asset Management, my investment management services are discretionary. This requires a Portfolio Manager registration (licence), the highest attainable. It also imposes the fiduciary duty standard. I am independent, fee-only, not affiliated with products or institutions. My advice is objective, unbiased and without conflicts of interest.
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