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INVESTMENT REPORTMoulton Niguel Water District Period Ending September 30, 2019CHANDLER ASSET MANAGEMENT, INC. | 800.317.4747 | www.chandlerasset.comTable of ContentsAs of September 30, 2019SECTION
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Chandler Asset Management Inc. is a registered investment advisor that provides investment management services to institutions and individuals, focusing on fixed income and cash management strategies.
Entities that engage in investment management services, including those managing institutional assets or offering investment products, may be required to file documentation with Chandler Asset Management Inc., depending on regulatory requirements.
To fill out documentation for Chandler Asset Management Inc., clients should provide all required information regarding their financial status, investment objectives, and any other relevant data as specified by the firm.
The purpose of Chandler Asset Management Inc. is to provide strategic investment management services designed to achieve clients' investment goals while managing risks associated with market fluctuations.
Information that must be reported includes client financial information, investment strategies, performance metrics, and compliance with regulatory requirements.
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