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Skyline view of the Empire State Building in New York City

Gerald C. DeWitt

101 Duncraig Drive Suite 110
Lynchburg, VA 24502

Phone:

4348320004

Fax:

4348328111

E-mail:

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James River Investment Strategies, LLC

Cabot Lodge Securities logo with interlocking CL initials

At Cabot Lodge Securities, LLC, our clients benefit from a well conceived investment strategy to better plan their financial future. With this in mind, here at Cabot Lodge we are committed to providing a diverse array of investment products and services that address our clients' needs and goals. We provide a disciplined and sound investment approach that considers specific needs and goals and accounts for evolving market conditions. Cabot Lodge is a financial services firm uniquely positioned to offer clients a combination of traditional investment offerings and boutique style alternative investment solutions. We offer a broad spectrum of investment products and services via our open architecture product platform. We strive to serve our clients' best interests every day, whether it's in setting up a college fund with parents or consulting with parents or consulting with a senior executive on a multi-million dollar corporate acquisition. Our core belief, upon which all of our business in conducted is a constant: we put our clients' interests first.

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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How much do you need to save each year to meet your long-term financial goals?

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

This calculator can help you determine how soon you can pay off your mortgage.

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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