

In theory, running your own investment portfolio is as simple as subscribing to a few publications, following a few websites and pressing a few keys on your Palm Pilot or computer. Indeed, the wealth of tools, information and resources for the independent investor is truly astonishing.
But doing it yourself isn't for everyone. For many investors, the convenience of having a professional to research and manage their portfolio is priceless. Other people don't want to have to sift through all the headlines and hype to get clarity. And still others want the peace of mind and comfort that comes from having a plan.
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