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  • SOLUTIONS
    • Active Tax Index
    • Socially Responsible Investing
    • Factor-Tilt Portfolios
  • FACT SHEETS
  • CONTACT
  • ABOUT US
    • Investment Committee
    • Our Philosophy
  • CLIENTS ONLY

SOLUTIONS

SOLUTIONSGreg Faulk2020-05-28T12:56:58-07:00

Active Tax Indexing (ATI)

Socially Responsible Investing (SRI)

Factor-Tilt Portfolios

Portfolios are designed to match benchmark returns on a pre-tax basis and exceed benchmark returns on an after-tax basis.

Portfolios target index-like returns and are consistent with the client’s individual beliefs.

Strategy is designed to identify high quality companies offering sustainable yields.

2185 North California Blvd, STE 290, Walnut Creek, CA 94596

Phone: 888-265-2257

Fax: 925-444-1320

Email: info@advisorpartners.com

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