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Investment Management

Investing is an important part of pursuing a financial future. 

Values

Disclosure

Accounts managed by Query Capital are custodied at LPL Financial. 

Stocks, mutual funds

We consider investing to be a subset of the duties of an ongoing advisory relationship that is attuned to all relevant factors in your life. 

Note that clients who request investment-only, we do offer the following alternative structure: investment management with one annual meeting with Jesse (our investment lead). The fee is the greater of 1% of assets under management or $1,000. 

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