HOW WE COMPARE We work with every client to find a solution that fits your business.

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Free trial period of services (POC)

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Month End reports delivered within first 3 days

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No set-up fees or fee negotiation

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No minimum AUM

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Proprietary technology; no licensing fee to third parties

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Fees renegotiated periodically

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No SEC penalties or lawsuits

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99% client retention rate

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Involved in mergers and acquisitions

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Custom reports at no charge

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Growth primarily via client referrals

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