Hi 👋 <<First Name>> –
'Tis the season for tax loss harvesting and end-of-year portfolio reviews.
But you don't have to go it alone! If you want to set up a time to chat about risk management, alternatives, smart beta, tactical investing – or really anything at all – we're here to talk.
Just hit reply to this e-mail and we'll set up a time to chat.
We look forward to connecting soon,
Corey, Justin, Nathan, and Andy
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