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Establish Goals & Risk Tolerance

The first step in building a portfolio that works for you is establishing what your needs are, and what level of risk you are comfortable with. We have the flexibility to build a portfolio geared towards generating income and protecting your assets, or one that is more geared towards capital appreciation, based on your needs and risk tolerance.

Determine  Framework

Based on your risk tolerance and goals, we will determine what level of income you need, what kind of time horizon we will have on your investments, and how to allocate between stocks, bonds, cash, and other investment vehicles such as exchange traded funds to gain exposure to other markets & asset classes.

Identify Opportunities 

We are always working to identify new undervalued trends and opportunities to generate capital appreciation. Once we have put together a portfolio that meets your needs, we will work towards implementing it over time while taking into account managing your tax burden and market timing risk.

Monitor &


 As financial advisors, we understand that your needs and your appetite for risk will change over time. We monitor all our portfolios and work closely with our clients to make sure that we are aligned with your goals, and keep a close eye on the companies and industries we invest in so that we can adapt to the market environment as it changes.   

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