Every client has a unique set of financial goals; therefore, we customize each client portfolio. This individualistic approach enables us to provide a high level of service. Each client portfolio is built with the same care and the same securities with which we build our own portfolios. We insist on making sure our interests are aligned. Rather than put clients in set “buckets” based on answers to a brief survey, our portfolios are carefully constructed to reward clients in good times and in bad times. We aim for consistency of performance. With individual goals in mind a portfolio is built with the following characteristics:
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