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INVESTMENT STRATEGIES—PORTFOLIO MANAGEMENT:
United Asset Strategies, Inc.’s approach to managing your portfolio is to select investments
with an asymmetrical risk-to-reward profile. Combined with strategic asset allocation principles,
we develop a customized portfolio to help you achieve your financial goals. We process all investment
transactions through brand-name discount brokers. You maintain control over your investment
portfolios and receive trade confirmations and monthly statements directly from your custodian.
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