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Equity Portfolio
This portfolio is designed for investors who prefer to be in an all equity portfolio. It is managed following our core value-based philosophy.

The investments are limited to stock, closed-end funds, ETFs and other equities listed on major exchanges only.

This portfolio is managed according to our core philosophy to be equity specific. Although it is generally diversified within equity investments, it may not be diversified across different asset categories within the various market segments such as fixed income. It is designed to be a stand alone portfolio or to work in conjunction with the core portfolio and other building blocks.
 
 
 

Pebble Management Group, LLC is a Registered Investment Adviser. Information presented in this publication is not intended to be specific investment advice. Investors should consult a qualified financial adviser before making investments specific to their needs and situation. The information in this website constitutes neither an offer to sell nor a solicitation to invest. Such offer or solicitation will be made only in those jurisdictions where permitted by law.

To the extent that this material concerns tax or legal matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and/or legal professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of LA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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