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Portfolio is dedicated to act only in our clients’ best interests by designing investment strategies to suit individual needs and desires. Our policy of active management, transparent reporting, and client education provide our clients with peace of mind.

Latest News

Special Report: Scout International Fund – UMBWX
December 10th, 2009

Approved Funds December 2009
December 10th, 2009

Lee Munson on CNBC - Live from the floor of the NYSE
December 9th, 2009

Lee Munson on CNBC 11/9/2009
November 10th, 2009

Lee Munson on CNBC from the floor of the NYSE
October 29th, 2009