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Equity Opportunities Strategy

Our Equities Opportunities Strategy is an investment option with above-average growth potential through a diversified portfolio of securities, emphasizing a mid-cap bias. Many of the stocks in this portfolio are covered on a primary basis by our in-house research experts. Due to the inherent volatility of smaller, less-seasoned companies, investors should be comfortable with the higher risk profile associated with this strategy. Minimum account size for this program is $150,000.

Flexible Management Account (FMA)

A fee-based investment advisory service through which your Investment Executive personally manages your portfolio.

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