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Ethos

SOMERSET IS HERE TO SERVE YOU

We provide advice and guidance for families who are interested in complex planning and
actively managed portfolios.

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We know relationships are inefficient, and we like them that way.

WE ARE

THOUGHTFULLY ORGANIC

We view planning as a living process, not a printed plan.

WE ARE

UNAPOLOGETICALLY ACTIVE

We run strategies in pursuit of alpha, but we do not chase returns.

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