It rests on an understanding of your needs and applies the proven process of Asset Allocation to help you achieve your goals. Portfolio Architect - an investment program using the proven process of Asset Allocation . Portfolio Architect takes the burden of managing your investments off your shoulders and places it where it belongs - in the hands of professionals. We offer expert advice and a wide selection of high quality term life, permanent life, disability income and long-term care insurance products. These insurance services are available only to residents of New York and Pennsylvania.
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