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aul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-u
implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t
From: Stewart Oldfield Sent: Friday, May 22, 2015 4:26 PM To:
implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t
aul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-u
implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t
Entities connected to both Martha Stewart and Income, Growth & Income

Stewart Oldfield
PERSON
Paul Morris
PERSONLarry Visoski
PERSON
Paul Ryan
PERSONThomas Heidenberger
PERSONRyan Barclay
PERSONLarry V Adam
PERSONDeutsche Bank Asset & Wealth Management
ORGANIZATIONPaul N. Bartilucci
PERSONMichael J Driscoll
PERSON