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Dear Clients,

The Securities and Exchange Commission requires financial advisers to send out the attached Client Relationship Summary document to all clients. 


 
Open CRS


If you have any questions about this document or regarding you or your family's investment needs, please let me know.

Thank you for allowing me to be your trusted adviser.  


Justin Burgess
Investment Adviser Representative
910-612-4060
jburgess@copleyinvestmentmanagement.com
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