Client Portfolios

 

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We believe that every client’s needs are unique. Getting to know our clients and inputting their specific information into our investment models determines the securities and allocation mix for their portfolio. Modern Portfolio Theory is the basis for constructing our portfolios, but the client profile, degrees of over/under preferences in specific sector weightings and knowledge of equities all factor into the portfolio mix. Fundamental and technical analysis is also used for buying and selling securities within a portfolio.