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The Blue Ridge Edge
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Active Management
Through our partnerships with Hazard & Siegel Advisory Services and Hazard & Siegel Inc. we are proud to offer a wide range of actively managed resources. With the launch of our advisory platform we offer a completely interactive and customizable experience for clients looking for a more involved way to invest. This is a great way to receive a high level of management as well as tax efficiency, accounting, & transparency. This is a great tool for those with a more advanced level of investment needs. Through our partnerships with such companies as Orion Portfolio Solutions, Mariner Wealth Advisors, Bluewater Advisory & more, we can help inform and guide you.
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Mutual Funds
One of the most popular and simple ways to begin investing. Mutual funds bring Wall Street to main street. Mutual funds give you professional management, diversification, & flexible fee structures. Mutual funds are a great way to establish a core building block. With dozens of leading companies (Fidelity Investments, American Funds, Invesco/Oppenheimer Funds, Franklin Templeton & more) containing hundreds of funds we are sure to find the best match for you.
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