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Asset Management Division offers a full range of strategic wealth management services. Our philosophy and practice is to offer exceptional advisory services, provided by seasoned professionals, that stress capital preservation through prudent planning and the creation of customized solutions that address the unique needs of each individual client.

Mutual Funds

Mutual Funds	Etech ID	Account Application
AIM Investments	57589	http://www.aiminvestments.com/auth/pdf/AIM-APP-1.pdf
AllianceBernstein	6260	https://www.alliancebernstein.com/investments/us/Desktop Container.aspx?nid=5382&ActiveModuleId=7199& ActiveViewKey=SearchByType&type=Applications
American Funds	25480	https://advisers.americanfunds.com/literature/detail.htm? lit=21531
Fidelity Advisor	14195	http://advxchange.fidelity.com/daily/syndication/ew/789590.pdf
Franklin Templeton	04904	http://www.franklintempleton.com/retail/jsp_app/forms/ form_category.jsp
ING	4094	http://www.ingfunds.com/v2/advisor/content/literature/detail/ default.aspx?l=932
John Hancock	51720	www.jhfunds.com
Oppenheimer	2164	www.oppenheimerfunds.com
Pacific	0653	www.mutualfunds.pacificlife.com
PIMCO/Allianz	209567	www.allianz.com
Putnam	33596	https://content.putnam.com/financial_advisor/pdf/ form_fund_application.pdf
Seligman	5255	http://www.seligman.com/pdf/forms/sdc_account_app.pdf




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