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| Answers to Frequently Asked Questions | <<Return to Questions |
| Who makes the decisions as to which stocks you buy or sell for your portfolios? Jeanie Wyatt, CFA, is our CEO and Chief Investment Officer, and ultimately responsible for all purchases or sales in each client’s portfolio. Aided by her portfolio management and research teams, she guides the investment process. We have a team of six, including five full-time research analysts, who review all the securities that meet our investment discipline. |