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Market Street Fund Management

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ACCOUNTS FOR EMERGING INVESTORS WITH ASSETS OF $10,000 OR MORE

Market Street Fund Management Accounts are ideal for individuals or institutions with smaller amounts of assets. Our Fund Specialists can help invest for pre-tax or after-tax funds, including Traditional and Roth IRA accounts, trusts and corporate and nonprofit business accounts. A Market Street Fund Management Account is a simple and effective approach to long-term investing.

  • Customized Investment Goals Assessment
  • Tailored Investment Objectives
  • Five Quality Investment Models
  • Quarterly Model Adjustments and Rebalancing
  • Active Communication and Ongoing Expertise
  • Asset Based Fees


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Personal Service
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Diamond Capital Management
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Retirement Planning