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Assets Under Management: $360 mm

Location: Philadelphia , PA

Investment Philosophy:

At RTD, diversification is the foundation for which all RTD’s portfolios are built upon. Our time tested asset allocation discipline utilizes a combination of active and passive fund strategies. We believe that strategic and opportunistic rebalancing adds greater value than static rebalancing on a quarterly or annual basis. Our intensive review and monitoring process ensures that our investment selections meet our strict criteria over time.

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