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With the risks and complexity of the investment markets, it is important to build an investment strategy in which the risk matches the time horizon of when the funds will be needed in the future. 

Markets will fluctuate over time, as the markets and the economy go through cycles, it is our philosophy to match our client’s asset management style and risk allocation to each specific goal. We utilize a combination of in-house investment consultants and top-tier Institutional Asset Managers to evaluate the specific risk tolerance, liquidity needs and investment goals of our clients to construct an investment strategy that will help them achieve their desired outcome. Not only is asset allocation important, but also asset location.  Where appropriate, our advisors will collaborate with the tax professionals of our clients to implement certain tax efficient and tax managed strategies in non-retirement accounts.

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