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INVESTMENT MANAGEMENT

Seeking clarity in a complex world

Every decision we make has at its core the best interests of our clients. The clarity of this simple approach has served us well for over 30 years. In today’s increasingly dynamic, ever-more complex market environment we believe it takes expert, in-depth analysis, world-class intellectual capital and a huge range of services and tactical know-how, plus a global reach — in order to maintain that focus and sustain success. And that’s just what we’ve built at Bogart Wealth.

Our advisors work as a team — your financial team — applying a wide range of skills and experience to each client’s particular situation and goals. Working with Charles Schwab as our custodian, we offer access to a huge range of services, extensive analysis capabilities, intellectual talent, and global presence and reach — all focused on one clear goal: achieving your dreams.

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