Gary D. Halbert, President; Halbert Wealth Management

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  • Experienced investment managers with the potential to provide absolute returns – real growth of investment assets regardless of market conditions.

  • Diverse set of alternative investments, by asset class as well as strategy, to build a portfolio appropriate for your personal situation, and with the potential for results many institutional investors would be pleased to achieve.

  • Your personal investment consultant will periodically bring you new ideas, new managers and new investment approaches to evaluate, and add to your portfolio if appropriate.

  • Online access to each account is available from independent custodians holding your investments.

  • Most importantly... You remain in control.


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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important disclosures
before making a decision to invest. Past performance is not necessarily indicative of future results.
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