Investment Oversight
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Reviewing your investments and designing a personalized portfolio appropriate to your needs
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Personal risk analysis and allocation recommended
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Year long, continual monitoring of your investment performance
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Quarterly statements and reviews
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Independent advice
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Reccomendations regarding positioning of funds within your employer provided retirement plan
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Market watch newsletters
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Updating your financial plan and, if necassary, reallocate your portfolio.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.