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Portfolio Review Process

WITH PROACTIVE ADJUSTMENTS, WE’RE STRIVING FOR YOUR INVESTMENT SUCCESS

In order to make the right investments for you, we take a six-factor approach to determining what a successful  portfolio looks like for you: Performance, Asset Allocation, Risk, Cost, Taxes and Investment Quality. And we’re  continually monitoring your portfolio to make sure it’s properly positioned to pursue your desired outcome over  time. With Proactive Adjustments, We’re striving for your investment success


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