VIII.  Invest funds using BridgePortfolio

The securities are purchased via trade lists prepared by BridgePortfolio using AVI model portfolios that are updated online as needed by AVI. BridgePortfolio also provides other account administration and reconciliation services. AVI conducts most of its business through TD Ameritrade, as Custodian, but BridgePortfolio can provide similar services for clients using other Custodians.

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