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    Patent Portfolio

    Portfolio Builder

    Portfolio Builder is covered by United States Patent No. 8,732,059, with additional patents pending in the United States and Canada.

    Portfolio Rebalancer

    Portfolio Rebalancer is covered by United States Patent No. 8,930,250, with additional patents pending in the United States and Canada.

    Patents pending for:

    Portfolio Screener, Income Managed Account, and Social Security Tool.

    Find a Financial Advisor

    Find a Financial Advisor

    Select a State and then enter a last name

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