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Assisting our clients with a comprehensive and disciplined approach to investing is the very foundation of our business.  Our investment philosophy is built on a strategic asset allocation discipline while making tactical adjustments as market conditions dictate.  We believe in a long-term approach, not only as it relates to investing, but also as it relates to building a long and successful relationship with you.
Locations in Dubuque and West Des Moines Phone: 800.397.2097
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All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where we are registered or where we are excluded from registration or where an exemption from such registration exists, as may be; and any follow-up, or individualized response to any person or persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser requirements, or an applicable exemption or exclusion. This presentation does not purport to be a complete description of our performance or investment services. It is not our intention to state or imply in any manner that past results and/or profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

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