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What kind of process do you follow in managing my investments?
We have a regular, formal investment committee and process. Our investment philosophy is one of growth with an underlying focus on risk-management. To manage portfolio risk, we periodically trim positions with significant profit and buy into markets to navigate periods of volatility. Over-time, we believe this will reduce overall portfolio volatility and risk. We thoroughly research investment solutions prior to implementing them in client portfolios using a fiduciary criteria and due diligence process.