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Opportunistic (sector rotation)
Opportunistic (bond)
Focused
Alternatives
Classic (BNY Mellon)
Passive (Dimensional)
Factor (BlackRock and IFP)
Enhanced (JP Morgan)
Dynamic (Julex)
Concentrated (Julex or Broxton)
Fundamental (BNY Mellon)
Overview of IFP’s investment menu
Bucket-1 calculator tool and illustration
Setting & maintaining client expectations
“Investment Perspectives” monthly client-facing pieces
Three Investment Committees
Performance Numbers
Custom-built portfolio service