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PROVIDING CUSTOMIZED INVESTMENT STRATEGIES
Understanding your financial circumstances is the first step in constructing a portfolio to meet your investment objectives. Some of the factors considered when choosing the optimal long-term strategy and near-term solutions for your portfolio may include the following:
Investment Objectives: Is your primary goal to target long-term growth? To provide cash flow? Or some combination?
Time Horizon: How long do you expect or need your money to be working toward your objectives?
Liquidity Needs: How should your portfolio be managed to accommodate your liquidity needs, should you have them?
Risk Tolerance: Are you comfortable with risk and is our portfolio suited to your stated objectives and time horizon?
Assets: How are your outside assets positioned and how does your managed account fit into your overall net worth?
Capital Gains: How can we address the impact of capital gain taxes?
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