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The Investment Advisor LLC is Pleased to Announce Managing Principal Louis Wolkenstein is Now a Fellow at the American College of Healthcare Trustees.

The Investment Advisor is a Registered Investment Advisory Firm serving Families, Individual, Small and Mid Sized Business, Retirement Plans, Trusts and Estates. The Firm Emphasizes the Benefits of Planinng and Advocating For Your HealthCare. We Work with Professionals and Organizations in the Healthcare Industry.

The Investment Advisor Also Seeks to Help Enable New Cutting Edge Medical Research Technologies and Help Bring them Into the Clinic.