Minimum Investment Amount: $50,000 – Money Concepts BD & Direct RIA Only
Investment Objective: Tax-managed strategy seeking to provide long-term capital appreciation designed to minimize tax-drag and maximize after-tax returns for tax-sensitive investors. The strategy focuses on small to medium sized businesses that are fundamentally solid and are compounding earnings at an above-average rate. Broadly diversified approach mitigates company-specific risks while ongoing active management ensures investment thesis remains intact. The portfolio leverages “The Inflection Growth Curve” to help identify investment opportunities.
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