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Asset Dedication, LLC

2-10 Employees Founded 2002 Financial Services

Asset Dedication provides planning-centric financial advisors with portfolio strategies that link investments to each client’s financial plan and an operations team to manage their non-core business activities. Doing so, Asset Dedication gives independent advisors and breakaways the resources needed to run a scalable and growth-oriented practice.

Specialties: Turnkey Asset Management for Financial Planners, Defined Income Portfolios, Time Segmented Growth Portfolios, Goals-based Investing, and Back office Administration

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