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Bio

We understand that no two clients are alike, so we built our business around customization. We work closely with each client to establish its long-term investment goals, and we then design a program that we believe best meets those needs. Customization extends beyond investing, as well. We work with each client to meet specific reporting, infrastructure, and communication needs.

Regardless of your specific needs, Agility can craft a solution. Agility offers two primary investment approaches – a commingled approach, using our proprietary Building Block Portfolios, and separate accounts for more unique situations. Both options provide for a high degree of customization and optionality.