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Investment Products

Providing comprehensive investment and financial planning advice is the Firm's goal.

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Wealth Management

From investing for growth or income, to managing accounts for individual objectives, to preserving and passing wealth to desired beneficiaries.

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CJS Technology Select Fund "Investing Before The IPO"

A fund devoted to private investments in the largest technology companies in Silicon Valley. A focus of investing into pre-IPO technology companies that have a history of highly successful management coupled with prior investments by some of the most respected investment banks and venture capital funds in the world.

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It's Not Magic