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Success Stories

Advisor®

Chesney & Company Private Wealth Management

Client since February 2007
"Taking the Fast Lane to SEC Compliance"

Steele Capital Management

Client since December 2005
"Steele Capital Management Sharpens their Client Focus with Tamarac Advisor"

The Mutual Fund Store

Client since August 2006
"The Mutual Fund Store Selects Tamarac Advisor for Scalability and Productivity"

Minneapolis Portfolio Management Group

Client since January 2006
"Minneapolis Portfolio Management Group Decides on Tamarac"

Encompass Advisors

Client since July 2006
"How Tamarac Advisor Earned a 'Buy' Rating from Encompass Advisors"
   Tax-Managed Portfolio

Savant Capital Management, Inc.

Client since November 2000
"Keeping Assets Under In-House Management"

Balasa Dinverno & Foltz LLC

Client since November 2000
"Savvy Advisors Put Taxes to Work for Investors"


 
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