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Your Goals Should Drive Your Investment Allocation

Investment portfolios are customized to meet your needs.

 This means we design a specific portfolio to meet your risk and return goals. Although your portfolio is unique, our investment team is driven by a core set of beliefs:

  • Broad diversification is important to help reduce risk.
  • Asset allocation helps drive long-term results.
  • Taxes matter! It’s not how much you make, it’s what you keep. Turnover should be kept to a minimum to reduce taxes.
  • Passive strategies are often an important component to help keep fees low and manage risk.
  • Know what you own! If an investment is confusing or vague, it may not perform as it was designed.
  • Downside protection can be more important than upside gains.
  • Time in the market may prove to be more important than timing the market.

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