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Point View also employs mutual funds to provide clients with equity exposure. Mutual funds, because they contain professionally managed, diversified portfolios of securities, can be particularly useful when working with smaller accounts where adequate diversification with individual common stocks i…
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Established in 1984 by Richard Seelaus, the firm was initially a municipal bond dealer conducting business with the major trust banks of New York and Chicago. Since this time the company has grown into a full service financial firm meeting the planning and investment needs of high net worth individ…