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Technology Portfolio Management

Our Portfolio

Technology has become a part of our daily lives. We rely on smartphones to tell us directions to new destinations, use computers to accomplish most of our work, and even make use of the internet to accomplish most of our daily tasks. With technology becoming so common and integrated into our society, it’s no surprise that it’s changed the way investments are handled. These days, technology has automated much of the investment and financial planning sector, and it’s not necessarily for the best.

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Current
Investments

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Past
Investments

- Name, Title
“I want to thank you so much for all your hard work researching and then bringing us these terrific deals. You are the best!” — GS 
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