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Evaluating Proposals for Investment Advisory Services

Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).

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Holiday Closure Notice:

Chandler will be closed on Friday, July 3 in observance of Independence Day.