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  • Managing Wealth

  • Managing wealth starts with properly managing the investments you make. When determining a specific investment strategy, it is important to consider several factors. Rollover the graphic below to see these factors or click on it to read a complete description.

    Four Factors Influencing Investment Strategy


    Investment Time Horizon Financial Situation
    Risk Tolerance Individual Goals & Objectives

    Developing A Strategy

    It is vital to balance performance with effective risk management in achieving your objectives. You will want to work closely with your financial advisor to align the investment process of asset allocation, portfolio construction, security selection, and ongoing management with your unique objectives.

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    This chart* represents the risk-return characteristics of the various asset classes.


    *Source: Investopedia

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