Grant

     Koehler &

           Levin LTD

   registered investment advisors

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PICI Customer Information Brochure

 

About Us   About Us $127 million under management 171 clients under management Average account size $744,000 Average client's age 58 Services Financial planning Setting long term financial goals Money management Retirement planning (401K's, IRA's, etc.) Investment Philosophy Value oriented Risk averse Emotionless Disciplined