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Sponsors, administrators or consultants of employee benefits plan with at least 100 participants. Persons described in FINRA rule 4512(c) which defines "institutional accounts" to include:. A bank, savings and loan association, insurance company, or registered investment company;. Any other entity (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million.
Sponsors, administrators or consultants of employee benefits plan with at least 100 participants. Persons described in FINRA rule 4512(c) which defines "institutional accounts" to include:. A bank, savings and loan association, insurance company, or registered investment company;. Any other entity (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million.
Reviews (3)
Man From Milton
Sep 17, 2021
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Wish I had discovered them 20 years ago! The Baron Funds are high performing funds that beat their relative indices OVER TIME! Fees are a little higher than most actively managed funds but the net performance warrants them. They are long term investors and do not churn. I look forward to their quarterly mailings which offer GREAT market and stock insight.
Caroline Wilson
Jan 12, 2021
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Rick Briggs
Oct 20, 2019
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