TACTICAL PORTFOLIO MANAGEMENT

We use a cost, risk and growth decision-making process to evaluate stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments when developing investment plans. We do so in tandem with your risk tolerance, investment objectives, investment preferences, and your time horizon, as well as an assessment of the tax consequences owning, buying and selling various securities may have on your portfolio.

TACTICAL PORTFOLIO MANAGEMENT

We use a cost, risk and growth decision-making process to evaluate stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments when developing investment plans. We do so in tandem with your risk tolerance, investment objectives, investment preferences, and your time horizon, as well as an assessment of the tax consequences owning, buying and selling various securities may have on your portfolio.

ASSET ALLOCATION

By choosing a different mix of stocks, bonds and other investments based on your risk tolerance and time horizon, you may be able to benefit from diversification. Since a blend of different asset classes generally vary in the returns they produce, a well-diversified portfolio can help stabilize overall investment returns and cushion the market volatility that may occur in one particular asset class. Diversification is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

ASSET ALLOCATION

By choosing a different mix of stocks, bonds and other investments based on your risk tolerance and time horizon, you may be able to benefit from diversification. Since a blend of different asset classes generally vary in the returns they produce, a well-diversified portfolio can help stabilize overall investment returns and cushion the market volatility that may occur in one particular asset class. Diversification is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

ASSET ALLOCATION

By choosing a different mix of stocks, bonds and other investments based on your risk tolerance and time horizon, you may be able to benefit from diversification. Since a blend of different asset classes generally vary in the returns they produce, a well-diversified portfolio can help stabilize overall investment returns and cushion the market volatility that may occur in one particular asset class. Diversification is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

ASSET ALLOCATION

By choosing a different mix of stocks, bonds and other investments based on your risk tolerance and time horizon, you may be able to benefit from diversification. Since a blend of different asset classes generally vary in the returns they produce, a well-diversified portfolio can help stabilize overall investment returns and cushion the market volatility that may occur in one particular asset class. Diversification is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

RISK MANAGEMENT

That’s not to say that a diversified portfolio can totally reduce the risk of loss in your portfolio. All investments involve volatility, market risk, interest risk, inflation risk, liquidity risk and other risks, including those having to do with taxes, geopolitical affairs and the credit quality of individual issuers of securities. That’s why in the current environment in which there is a marked divergence between asset prices and economic activity, we will work with you to periodically review your portfolio. These reviews are also important since gains or losses in individual holdings may expose your portfolio to more risk than you may be willing to take on based on your objectives and time horizon.

RISK MANAGEMENT

That’s not to say that a diversified portfolio can totally reduce the risk of loss in your portfolio. All investments involve volatility, market risk, interest risk, inflation risk, liquidity risk and other risks, including those having to do with taxes, geopolitical affairs and the credit quality of individual issuers of securities. That’s why in the current environment in which there is a marked divergence between asset prices and economic activity, we will work with you to periodically review your portfolio. These reviews are also important since gains or losses in individual holdings may expose your portfolio to more risk than you may be willing to take on based on your objectives and time horizon.

Limit risk without limiting the upside.

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