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Growing the Centered Wealth Tree Investment Portfolio

Click to expand the Centered Wealth Tree model that Stuart describes in the video:

Nothing in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates Securities offered through Vanderbilt Securities, LLC Member: FINRA, SIPC • Registered with MSRB Advisory Services offered through Vanderbilt Advisory Services, LLC Insurance Services offered through Vanderbilt Insurance and other agencies Clearing Agent: Fidelity Clearing & Custody Solutions Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100 • www.vfgclient.com