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Instead, we seek long-term relationships with our clients by providing consistently reliable, actionable, and profitable advice, which results in renewal income for our business.
Our franchises are linked, however, by a continuous commitment to risk management and a contrarian approach to identifying investment opportunities.
We believe that all investment advisors, whether fiduciaries or publishers, ought to provide an accounting of the outcomes of their advice.
As a result, many of our internal marketing efforts are focused on selling lifetime subscriptions, which give clients access to more (or even all) of our products at a much lower total cost.