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Since
1986, DeLaroche has provided comprehensive investment management to
institutional clients. Now we offer our experience, tools, and processes
to individual investors.
With a discipline that has no bias for any one asset class, DeLaroche
uses quantitative asset-class based allocation to obtain the best
return for the risk that you are willing to take. Within asset classes,
we will use proven quantitative security selection techniques to achieve
your investment objective.
For our individual clients with taxable portfolios, our focus is on
maximizing net return after taxes. We consider tax implications in
the initial return structure of a portfolio and in subsequent purchases
and sales of securities. In addition, we will assist our individual
clients on other tax-advantaged investments they may have available
such as employer-provided retirement plans (401A, 401K, 403B, or 457). |
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