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Investment Management provides ongoing, active management of our client's investment portfolio. We utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. We discuss our financial and investment philosophy while developing a unique "Investment Policy Statement" for each client, addressing the client's goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. The client's portfolio is managed within the overall guidelines of their Investment Policy Statement. We provide our clients with quarterly performance reports and periodic personal meetings.
Portfolios can be designed to provide for conservation of principal, income, moderate growth, or more aggressive growth, depending on a client's circumstances and objectives.