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Custom Management

Every client has different needs and expectations, and there is no “cookie-cutter” approach that works for everybody. At Alpha Cubed Investments, we custom “on-board” each client to make sure their specific needs and goals are addressed. Managing concerns like highly appreciated securities, maximum annual capital gains realization, security restrictions, and even adding a security that is a particular favorite of a client are among the customization features we can add to the management and allocation of your accounts.