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Going the Extra Mile for Wealthy Clients

Barron's Advisor

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Growth in 20 21?

Last year, in 20 20, had your largest ever annual growth ind assets under management. That was even as covid was obviously raging. Was hat simply a factor of the market's impressive rally following the deep sell off of february and march last year? It's a little bit of that and an an new clients. To be honest with you, we were working on several large relationships that were cong to come on board in 20 20.

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