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Who We Are

The Sedoric Group is a committed team of multigenerational financial and planning professionals. Our core values are aligned with the success of our clients and are reflected in the acronym, ART: Accountability, Responsibility, and Transparency. These principles define the way we seek to enrich our client relationships by adding purpose and clarity to life’s goals and one’s money. We strive to achieve this through prudent investment counsel, appropriate risk supervision, thoughtful tax planning, and vigilant expense control.

When it comes to our advisory relationships, we are fiduciaries in the truest sense.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you. Please carefully review the advisory disclosure document for a full description of our services.

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