How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth

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Amazon, GE and What to Look for in a Business (3:53)

Amazon, GE and What to Look for in a Business (3:53)

How a company management can create or destroy business value over time
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Incorporating DUSA in a Portfolio Allocation (1:44)

Incorporating DUSA in a Portfolio Allocation (1:44)

How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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Uncovering Opportunities in the Tech Sector (3:35)

Uncovering Opportunities in the Tech Sector (3:35)

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Investor Education
A Market Correction is an Opportunity.
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Click here for current fund holdings: DUSA