Creating your portfolio

A Personal Touch—From Discovery to Ongoing Management

A meticulous process for your peace of mind

Creating your portfolio and helping you achieving Your Goals is done through a simple 4-step process:

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Understand Your Needs and Preferences

Before we start creating a portfolio that's right for you, we need to get a clear idea of your investment requirements. To do that, we'll sit down and go over important factors with you such as:

• your investment objectives
• timeframes
• risk tolerance
• need for capital growth and its subsequent preservation

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Creating an Investment Strategy

Once we understanding your objectives and preferences, we can design your investment strategy. As experts in asset allocation, we'll articulate this strategy in a framework that clearly outlines several things:

• investment objectives

• income needs

• tax situation

• time horizons

• asset mix guidelines

• security selection criteria

• review process

We'll also determine whether your portfolio requires Advisory, Discretionary, or Third-Party Investment Management—or perhaps a combination of these and other services.

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Customizing Your Investment Portfolio

We'll implement your investment strategy through a custom-designed investment portfolio. The strength of our proprietary research is what sets us apart from other firms, because we don't repackage or re-brand other people's ideas—we bring you our fresh thinking, independent and in-depth analysis, and calculated portfolio strategy.

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Managing Your Portfolio to Meet Your Objectives

From here, your progress is monitored on an ongoing basis. We'll review your portfolio with you on a pre-determined basis, and adjust your strategy as necessary to keep your portfolio aligned with your evolving needs and changing market conditions.

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Partner With Us

Create a strong and sustainable legacy for yourself and your family. Talk to one of our Portfolio Managers today.