Research

We research a variety of topics so we can help you achieve your goals. 

Presentations

 

Investment strategy commentaries are provided to clients on a quarterly basis. The commentaries highlight investment performance, portfolio positioning and areas of opportunity. For further information please contact Candor Asset Advisors.

 

To receive notifications of when new research becomes available or provide feedback click here.  

*Mutual Funds, Exchange Traded Funds (ETF’s) and Real Estate Investment Trusts (REITs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

 

Candor Asset Advisors, LLC is not responsible for the content, privacy and security of a third-party website.

 

All investing involves risk. Neither asset allocation nor diversification guarantee a profit or protect against loss in a declining market. It is a method used to help manage risk. Past performance is not a guarantee or predictor of future performance.

 

Financial plans are hypothetical in nature and intended to help you in making decisions on your financial future based on information that you have provided and reviewed. Assumptions need to reviewed regularly. The financial plan does not constitute advice in the areas of legal, accounting, real estate and tax. It is your responsibility to consult with appropriate professionals in those areas.

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For more information about our services and fees, please see our ADV Part 2 Brochure. 

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Investment advisory services are offered through Candor Asset Advisors, LLC, a Registered Investment Adviser. 

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