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Successful Portfoliossuccessfulportfolios.com · Low evidenceSuccessful Portfolios is an independent, fee-only Registered Investment Advisor based in Clearwater, Florida, that manages over $280 million for more than 150 private clients. The firm builds customized portfolios using transparent, exchange-listed securities and focuses on after-tax returns, with accounts held at unaffiliated custodians like Charles Schwab and Interactive Brokers.
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