Round Table Services

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Round Table Services — overview

About

Round Table Services is a US-based wealth manager that provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include investment planning, financial planning, and portfolio management. The firm offers advisory services to high-net-worth individuals and families, trusts, estates, charitable organizations including family foundations, pensions and profit-sharing plans, and corporations. Round Table Services has merged with Cerity Partners.

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