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We build portfolios one investment at a time to incorporate our client’s objectives, tolerance for risk, income needs, liquidity requirements, tax considerations, and other specific goals that may govern how the portfolio is to be managed. We strive to identify long-term investment themes which we believe is key to long-term success, while in the short run seeking consistency in the year-over-year rate of return. As a result, Garden State Trust’s investment approach is highly customized to the needs of each client.

 

Contact us today for additional Wealth Management Information or for a Free Consultation.

Strategic Portfolio Management

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833

908-287-7188

1886 Hinds Road, Suite 2 • Toms River, NJ 08753

732-255-5000

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1236 Brace Road • Cherry Hill, NJ 08034

856-281-1300

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