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Portfolios

 

 

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The Alpha Portfolio

Seeking out under appreciated assets with solid fundamentals and extraordinary opportunities that differ from the crowd.  We are passionate about value investing.

 

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Target Date Portfolio Series

(For Individual Investors) A Complete portfolio, professionally managed asset mix, zero commissions.  Your All-In-One Investment and/or Retirement Fund.

                                      

Municipal Bond Portfolio Plus

Broxton offers access to expertise of our leading municipal bond management team with strategies and services typically reserved for large institutions.                 

LOS ANGELES | PALM SPRINGS | MEMPHIS | SAN JUAN
 

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 Ph: 310-208-2151

 Ph: 844-237-6499 

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