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Engineering Results

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Praxis Capital and Investment Management was formed to provide our clients with a centralized, sophisticated and dedicated team for their financial needs. Whether the client is an individual family or institution, both require a client-centric and client-motivated team that delivers results. Results that are driven solely by the clients specific goals and objectives.

Praxis, by definition, is the process by which a theory, lesson, or skill is enacted, embodied or realized. 

Our Principals possess decades of experience working with large Wall Street based firms, while enduring the dis-connect of the "mega firm" and their clients.  This ultimately drove our Team to the development of Praxis.  Praxis serves as the reality by which this company was formed. Our services and capabilities provide clients with the full service resources they deserve.  A sophisticated, personally dedicated and attentive boutique that Engineers Results.

Praxis and their clients have deep rooted relationships that are built on:

Confidence, Trust, Honor, Integrity, and Results

...none, of which, are compromised.

Only Together, Do We Make a Difference. 

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Here are some ideas to help pursue a life of financial freedom.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much would your monthly lease payment be?

How much Disability Income Insurance do you need?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck