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THE EXCHANGE BANK ADVANTAGE
The Exchange Bank Advantage

Strategic Asset Allocation
Market Timing
Achieve Asset Class Returns
Stock Picking
Broad Exposure to
the Markets
Concentrations in Stock or
Fund du Jour
Focus on Risk/Reward Tradeoff
Focus on Rate of Return
Goal Oriented
Product Oriented
Solution Driven
Sale Driven
Accept Fiduciary Responsibility
Avoid Responsibility
Clear Disclosure of Costs
and Fees
Costs and Fees Often
Hard to Determine
NEWS ROOM