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Guidance on saving and investing for educational expenses.
WEALTH
Portfolio management
Active management to optimize returns while managing risk.
Asset allocation
Maximize growth potential via asset diversification.
Risk management
Managing financial risks with insurance and other measures.
REAL ESTATE
Investment Trusts
Gain exposure to a diversified portfolio of income-generating real estate assets, without directly owning or managing the physical properties.
Commercial Real Estate
Gain benefit from the steady cash flow and long-term appreciation of high-value assets like office buildings, retail centers, and hotels, making it a cornerstone for a strong, diversified portfolio.
Specialized Real Estate
Investing in specialized real estate offers the opportunity to capitalize on high-demand, resilient sectors like healthcare facilities and self-storage units, providing stable returns and growth potential even in uncertain economic climates.
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