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Blue Ridge ESOP Associates
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"[If] the investor possesses enough asset size, there's no need to continue riding the mutual fund bus. It's possible to switch to that chauffeured limousine known as a privately managed portfolio.... the need to move away from mutual funds becomes more acute in taxable account situations.... Many professionals use two numbers -- one which anything below it will remain in funds, the other which anything above it will be in individual stocks and bonds."
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