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Choose a date and time to meet with a member of The Intelligent Investor team over Zoom.
Please note that a minimum of $50,000 in investable assets is required for our strategies. If you do not meet this requirement, you will not be able to move forward with your meeting.
This presentation does not constitute a recommendation, an offer to sell, or a solicitation of an offer to purchase any securities and may not be relied upon to evaluate the merits of investing in the securities. An offer to invest will only be made only by means of the offering documents, to be furnished to prospective qualified investors, which will contain a description of the material terms (including, without limitation, risk factors, conflicts interests, fees and expenses, and tax aspects) relating to the offering. The information is not intended to provide, and should not be relied upon for, tax, legal, accounting, or other advice or investment recommendations. Identifying and making successful investments can be difficult and performance may be volatile with a high degree of risk. You should consult your tax, legal, accounting, or other advisors about the issues discussed. The descriptions contained herein are a summary of certain terms and are not intended to be complete. This presentation is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
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