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“The investment process is ongoing. We define our client`s objectives and create a custom portfolio solution, rebalance their portfolios in response to changing client circumstances, global market conditions and money manager performance.”
 We define our client’s objectives by:
- Considering income and liquidity requirements, issues related to taxes, return expectations, risk tolerance, asset class preferences, restrictions and charitable objectives.
- Facilitating interaction with other advisors within the client’s professional team.
- Examining current investment holdings, identifying issues related to large securities concentrations, low tax-basis stock holdings and analyzing the styles and performance of existing money managers.
- Considering and prioritizing objectives, resources, requirements and preparation of financial projections.
- Confirming investment objectives, constraints and implementation strategy.
 
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