Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail

'across':26 'asset':21 'asset-class':20 'base':23 'broad':28 'class':22 'cost':44 'diversifi':25 'e':72 'e-mail':71 'etf':39 'exchang':36 'exchange-trad':35 'facsimil':67 'financi':5 'forego':49 'fund':3,12,32,34,38 'global':64 'includ':56 'index':31 'internet':63 'invest':1,4,10,13,45 'limit':60 'low':43 'low-cost':42 'mail':73 'manag':2,9,11,16 'may':55 'mean':53 'mutual':33 'network':65 'person':69 'portfolio':8,15 'provid':17,50 'rang':29 'secur':7 'strategi':24 'telephon':66 'trade':37 'use':18 'various':52 'via':51

PORTFOLIO SOLUTIONS

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