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The BEAM Financial Manager

The BEAM Financial Manager, a program which employs Tactical Asset Allocation, involves a strategically diversified, well-calibrated selection of stock and bond mutual funds or financial institution managed accounts that strives to minimize risk in nearly every market climate.

Key Benefits

  • Fee Based Asset Management
  • No-load Mutual Funds
  • Continuous supervision and account management
  • Diversification
  • Asset Allocation techniques based on Modern Portfolio Theory

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