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In this video, Chris Richard from BCV Asset Management joins me to discuss some of the key advantages of a separately managed investment account.

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OUTLINE:
0:00 - What Is A Separately Managed Account
3:09 - Transparency
3:33 - Individual Reporting
3:58 - Tax Efficiency
5:03 - Customization
6:22 - Flexibility
6:47 - Management Focus
7:15 - Summary

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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