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Model Updates – ISQ3 & Stratavest – Liquid Alternatives &...

We swapped out VARBX for SRDAX In ISQ3 and for Stratavest’s Traded Hedges, we swapped out FSMSX for SRDAX. We like Stone Ridge’s story here as a diversified alternative to the equity market. Low beta, and a near zero correlation…

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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings / Independence Square Advisors is a separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA
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