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ADDITIONAL CONSULTATIVE OFFERINGS
In addition to Ardent’s equity portfolio management, other advisory services are available.
COMMON
STOCK
Independent research and risk management
MANAGED
GROWTH
STRATEGY
Additional fixed income strategy for clients who may require it
TRANSACTION
ANALYSIS
Unbiased objective analysis
Qualitative, quantitative and valuation analysis
Completed over $500 million in advisory transactions
SOLUTIONS FOR
CONCENTRATED
HOLDINGS
Asset protection from significant declines
Strategies for increasing available income
Diversification plan while managing and controlling tax implications
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