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Hello & Welcome,

Caleb Lawrence With over 20 years of service in the investment management business I have seen the good times as well as bad and lived to tell the tale. Few investment managers today can bring the experience and wisdom I possess to guide you through these challenging times.

I offer custom portfolio management strategies tailored to your particular needs and requirements using a fee only fiduciary approach primarily utilizing low cost Exchange Traded Funds or ETF's.

Investing success requires patience, skill and discipline. Basic math tells us that it is a lot easier to lose half of an investments value than it is to double it. While achieving investment returns is very important. Avoiding or minimizing investment losses is of equal, if not greater significance.

Simplify your life by scheduling a personal consultation today so that you can focus on what you do best.

If interested, please contact me to discuss your unique situation.

Best regards,
Caleb Lawrence

Caleb Lawrence
Registered Investment Adviser
216E Mount Hermon Road, PMB 343
Scotts Valley, CA 95066
(831) 334-5318