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SUCCESS STORY: HIDDENLEVERS SUPERCHARGES EMPOWERED PORTFOLIOS

When Empowered Portfolios Chief Investment Officer Michael Hakerem, CFA® began his search for the best in tech, he placed a tall order to enhance his investment Process and Discipline: an integrated system that offered personalized, sophisticated output in less than a minute.

Institutional-grade stress testing augments non-emotional portfolio construction and supports our mission to deliver custom goals-based wealth mgt. solutions that are advisor-centric & client-focused.