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Sign Up For Your Free Report! Receive free information about making your investment portfolio work better for you. This offer is absolutely FREE with no obligation. Mutual Fund Scatter Grams. The Institute for Fiduciary Studies graphs your mutual funds on a simple-to-read chart, comparing your mutual funds to their respective peer group. Fees and Undisclosed Fees. Risk vs. Performance. Don’t Pay Your Neighbor’s Taxes. Certifications and Featured in:. All Right Reserved. View our ADV2. The information pro...

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Home - Mutual Funds Scope | mutualfundscope.com Reviews

https://mutualfundscope.com

Sign Up For Your Free Report! Receive free information about making your investment portfolio work better for you. This offer is absolutely FREE with no obligation. Mutual Fund Scatter Grams. The Institute for Fiduciary Studies graphs your mutual funds on a simple-to-read chart, comparing your mutual funds to their respective peer group. Fees and Undisclosed Fees. Risk vs. Performance. Don’t Pay Your Neighbor’s Taxes. Certifications and Featured in:. All Right Reserved. View our ADV2. The information pro...

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About Us - Mutual Funds Scope

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Patrick S. Jolliffe, ChFC, AIF , President and CEO. Shawn Mercer, Vice President and Safe Money Strategist. Stephanie Berardi, Office Manager. Stephanie recently began her experience with the financial planning industry, but for the past twelve years she has contributed superior customer service through various industries, including bankruptcy law and accounts receivables. She is currently attending the Community College of Aurora and became part of the Jolliffe Capital, Inc. team in 2012. Mutual funds a...

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Services - Mutual Funds Scope

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As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns while minimizing your risk through diversification of your assets. Exchange Traded Funds (ETF). Year-End Tax Filing Services. 1040 Tax Optimization Reports. Personalized Tax Reduction Reports. Investors looking...

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Mutual Funds Settlement Website

This Court-approved website directs you to the other, more specific Court-approved websites relating to the proposed settlements reached in sixteen separate mutual fund families in the In re Mutual Funds Investment Litigation, MDL-1586 (D. Md.). By clicking on the links below, you can access the case-specific settlement websites for the following mutual fund families:. MFS Mutual Fund Settlement.

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Mutual Funds Settlement Website

This Court-approved website directs you to the other, more specific Court-approved websites relating to the proposed settlements reached in sixteen separate mutual fund families in the In re Mutual Funds Investment Litigation, MDL-1586 (D. Md.). By clicking on the links below, you can access the case-specific settlement websites for the following mutual fund families:. MFS Mutual Fund Settlement.

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Home - Mutual Funds Scope

Sign Up For Your Free Report! Receive free information about making your investment portfolio work better for you. This offer is absolutely FREE with no obligation. Mutual Fund Scatter Grams. The Institute for Fiduciary Studies graphs your mutual funds on a simple-to-read chart, comparing your mutual funds to their respective peer group. Fees and Undisclosed Fees. Risk vs. Performance. Don’t Pay Your Neighbor’s Taxes. Certifications and Featured in:. All Right Reserved. View our ADV2. The information pro...

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