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Investment Management Strategies

Proper asset allocation is an important component of any financial plan, but there’s more to investing than achieving the highest possible return. We believe your investments should work alongside your overall financial plan to help you achieve your goals, which is why your financial plan serves as the foundation of your investment strategy.

Your specific goals help us identify your liquidity needs, risk tolerance, legacy wishes, retirement income requirements and investment timeframe. Using this information as a framework, we develop a diversified portfolio to help guide you toward achieving your dreams.

Your portfolio is diversified across asset classes and incorporates cash, fixed income, equities and alternatives as appropriate based on your current financial situation and long-term objectives. Our open architecture approach allows us to incorporate multiple asset managers and a variety of vehicles including individual securities, mutual funds, separately managed accounts and exchange-traded funds (ETFs). Throughout the allocation process, we remain focused on reducing expenses and tax liabilities within your portfolio.

Once your asset allocation is established, we continuously monitor and adjust your investment mix to help ensure it continues to meet your needs as your life and financial situation evolve over time.

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