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Proprietary Management
Moderate Risk
Revenue Target: 12–15%
Available on Schwab
Equity Core SMA
Designed to outperform the S&P 500 by matching its downside volatility while aiming for superior upside. Invests in market-leading companies that consistently deliver steady, reliable growth across essential sectors.
Consumer Electronics
Healthcare
Financials
Semiconductors
Media & Entertainment
Retail
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