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Why Pence Wealth Management Still Builds Its Investment Research In-House
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Why Pence Wealth Management Still Builds Its Investment Research In-House
As much of the advisory industry outsources research to model portfolios, the Newport Beach firm has kept its investment engine, from its Investment Committee to its analyst desk, under its own roof for more than four decades. There is a quiet divide running through the wealth management industry, and it rarely shows up in a firm's marketing. It shows up in who actually makes the investment decisions. At a growing number of advisory firms, portf…
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