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Manage Investments

We begin with a detailed analysis of your
current financial situation and a discussion of your goals
and tolerance for risk.

  • li_bkg4  We then seek to develop appropriate asset allocation targets for the investment portfolio.
  • li_bkg4  Once appropriate targets are set, our goal is to design and implement a plan to meet your goals.
  • li_bkg4  We apply a rigorous due diligence program to select and monitor the investments we recommend.
  • li_bkg4  One or more of our investment professionals will meet, usually quarterly, with you to review investment performance, discuss liquidity needs and evaluate the need for adjustments.

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