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A niche for the rich

Sep 02, 2018 - The Dallas Morning News

Brad Heppner has built a new company in Dallas on the idea that as the numbers of U.S. millionaires rise, investors will be looking for more than stock, bonds and mutual funds to grow their nest eggs.

He holds up his mother’s IRA statement. She’s a retired secretary and sends him a copy now and then. It’s not $1 million, but it’s a good sum of money, he said. She has nine funds to select from. He points to the part of the statement that shows allocation breakdowns — large cap, mi...