The Universal by Eric Parnell, CFA

“Targeting winning strategies in bear and bull markets across the asset class universe.”

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  • Focus on attractive returns, risk control and loss minimization in bear and bull markets.
  • Exclusive asset allocation modeling including tactical portfolio updates.
  • Ongoing strategy review and outlook.
  • Buy/sell recommendations including detailed analysis.
  • Proprietary watchlists and live performance tracking on recommended securities.
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