A Registered Investment Advisory Firm whose mission is to provide objective investment consulting and portfolio management services to individual investors, trusts and retirement plans.
n- Investment Consulting
- Preparation of Investment Policy Guideline Statements
- Portfolio Valuations and Risk Analysis
- Investment Research
- Portfolio Management
Brown and Brown Financial Services, Inc. and Brown & Brown Securities, Inc. reserve the right to negotiate all fees and transaction charges to a level higher or lower than those quoted in this and other bulletins.
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