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C2 Advisors, a Dallas-based UBS team managing $1.5 billion, specializes in assisting clients through transformational life events like business sales and divorces. Led by a majority women team, they emphasize collaboration, transparency, and a diversified investment strategy, focusing on liquidity, inflation protection, and alternative investments. Their outlook remains cautious yet optimistic, particularly regarding U.S. tech equities, while advocating for simplicity in financial management.
Jay Boynton
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
dallas wealth management team empowers clients through transformational life events
01:00 09.01.2025
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