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INVESTMENT APPROACH
Our investment team seeks to optimize client net-of-fee investment returns. Portfolios are actively managed using a research-driven process designed to be well-diversified, low-cost, and tax-efficient.
INVESTMENT ALLOCATION
PORTFOLIO CONSTRUCTION
ACTIVE MANAGEMENT
PERFORMANCE BENCHMARKING
(515) 284-1011
laura@westfinancialadvisors.com
111 East Grand Avenue, Suite 412
Des Moines, IA 50309
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