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Active management produces consistent, superior results and is a critical component of our success.
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Lead with Financial Planning
Vice President & Senior Financial Planner
WM&AS Oregon Region Team Leader & Vice President
We invest in commodities to improve the risk adjusted returns in our portfolios. To gain this exposure we invest in futures contracts rather than the physical commodity.
Real estate investment trusts, or REITs, provide investors the opportunity to purchase
a diversified portfolio of real estate with an investment structure that is generally liquid.
REITs can be either publicly or privately held.
Private equity (PE) is simply financing provided to privately-held companies in return
for an ownership interest in the company.
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