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Pooled Funds

Pooled Funds are just what the name implies: pools of assets gathered from a few to a few million disparate sources combined into a fund with a specific investment objective. The major types of pooled funds are:

Mutual Funds including Deferred Annuities

Exchange Traded Funds

Hedge Funds

Real Estate Investment Trusts and Limited Partnerships

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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