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  • One thing that we do is provide our investors access to their consolidated holdings within our firm. We use the Winfund system and I invest just shy of $1200 a year to beable to offer this service. It is great as it allows our clients a secure method of checking their holdings at any time. It also allows me as an advisor to do indepth portfolio reporting, be it a  current status or historical. The system also provides  quick access to fund fact sheets on each holding which further enhances disclosure and review of risk, performance and compensation objections.

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