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Holley says the deal with such a high-profile client endorses his firm's investment philosophy and process and could go a long way in helping it win new clients.
Accountants should examine every trust, sitdown with beneficiaries and review the whole investment philosophy.
We ought to select managers with an investment philosophy that is long term.
Additional details of this program, along with information on investment philosophy, management fees, and historical returns, are available by contacting Bristlecone Value Partners.
Meritage/Oppenheimer Real Estate Value Partners I, LP and Ivy Realty Fund I share a similar investment philosophy.

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