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Custoday & Clearing Provided By Fidelity Investments
Excellence, Integrity, and Sound Advice
Wealth Management Philosophy
Our philosophy is to preserve capital and maximize income and growth through understanding of risk and reward relationship. At Excel Capital we take advantage of important global market trends, shifting business cycles and opportunities. Each portfolio is personalized to achieve the appropriate balance considering individual risk tolerance, liquidity needs, and both the short and long term goals of our clients.
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