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With a focus on risk management, we carefully build and tailor each client’s portfolio to fit their financial planning goals and objectives. We seek to construct your portfolio to meet those objectives and both short and long term goals rather than exclusively focusing on calendar year returns. Our strategy goes beyond simply “beating the market” as we believe each client’s portfolio is unique.
We primarily use mutual funds, ETFs, individual securities, as well as a wide variety of alternative investments to ensure your portfolio is specific to your financial needs as determined during the planning process.
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