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G. Frederick Schroeder, CFA
Jagat Pokharel
Awards and Recognition
Investment Process
Investment Philosophy
Investment Strategies
Portfolio Construction
Investment Outlook
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RECENT AWARDS AND RECOGNITION
2016 - Forbes Wealth Managers
2015 - The Wall Street Journal
2015 - Five Star Wealth Manager
2014 - Five Star Wealth Manager
2013 - Five Star Wealth Manager
2012 - Forbes Northern California Financial Leaders
