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 Our
clients know us better than anyone. After all, they explore and
test the abilities of our products and services daily, they know
what works well and what doesn’t. Our Client Advisory Council
actively gathers client’s ideas, thoughts and concerns about
products and services. Combine this with ongoing client surveys,
meetings and e-mail, and you have an invaluable perspective—one
that emphasizes our role as an advocate for the independent investor.
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