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  • decor Proactive Evaluation Process

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    The Asquith Group aims to assist you in fulfilling your investment goals. We conduct regular telephone conversations to assess your progress during which we will provide you with strategic insights courtesy of a certified financial planner. Moreover, your Investment Advisor will explain your portfolio's holdings as well as your investment status.*

    FOOTNOTE *The information offered should not be construed as personalized investment advice. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein guarantee that certain events will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. The information presented is subject to change without notice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors.

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