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For over 30 years, Tom Walsh and Dave Duncan have demonstrated expertise in asset allocation and fund selection through managing their own clients’ assets. Tom and Dave identified an opportunity to provide this service to other advisor representatives and in 2013, launched Duncan Walsh Advisors (DWA).

Duncan Walsh Advisors is singularly focused on helping advisors manage their clients’ portfolios. We’re not working concurrently on research to sell elsewhere, or creating a separate set of institution-only portfolios, or offering wholesale investment advice and strategy.

We focus on what we do best: provide your clients various investment platforms. Then, we provide you with the tools for communication to do what you do best: have conversations with your clients about setting and reaching goals.

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First Quarter compliance review, Advisors Capital Management, LLC, Annual Meeting

Date: 04-Apr-2018
Notes: Click here to download the PDF

Second Quarter compliance review, Advisors Capital Management, LLC, Annual Meeting

Date: 04-Apr-2018
Notes: Click here to download the PDF