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Expertise
Personalized Investing
RSUs and other Equity Compensation
Self-Employed Creatives
Our Approach
Reaching Your Goals
Investment Management
Ethical Investing Options
Financial Planning
Insights
Featured Articles
Latest Updates
Market Commentary
About Us
Meet the Team
In the Media
FAQ
Contact
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Asher Rogovy
Chief Investment Officer
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(800) 732-0818 ext. 701
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