Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in the Metropolitan Washington, D.C. area, Spc Financial Inc is one of the oldest human-centric, multi-disciplinary investment management firms, focusing on tax-integrated wealth management and portfolio management.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
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