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Casual Meeting

PRISM PREPARATION

The 401k PRISM is designed to be the Portfolio Review and Investment Selection Manager.

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Prism Preparation begins by collecting 20 points of data and processing that to become 76 points of data on every retail mutual fund (including classes) in America.

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Data collection is on a Quarterly basis and includes Quarterly, 1 Year, 3 Year, and 5 Year data.

Ask us How
PRISM Preparation: Features
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