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Advisor Approach *

How do you approach asset management? (Please check all that apply)

In House Asset Management

Direct - 3rd Party Asset Management Relationship

Platform / TAMP - 3rd Party Asset Management Relationship

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Advisor Interest

Which investment solution(s) would you like to learn more about? (Check all that apply):

Income Strategies

Growth Strategies

Specialty Strategies

Orchard Turnkey Portfolios

Legends Turnkey Portfolios