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NEXT GENERATION
WEALTH MANAGEMENT

Asset allocation is the process of selecting an array of asset classes that is suitable for an investor’s financial profile in terms of their investment preferences and tolerance for risk.  This philosophy is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple asset classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
We recognize that no single strategy will adequately address each client's investment needs. As a result, we employ a process that merges client-specific preferences with core beliefs, such as diversification and adherence to a long-term perspective. Our analysis is customized, thorough, and the end goal is a personalized wealth strategy built on sound investment discipline and specific to your situation:
One of our directives is the management of risk on behalf of our clients. While it is important for our clients to achieve returns that allow for necessary spending requirements and desired long-term growth, it is equally as important that assets are protected in declining or uncertain markets.
Q: Do you have a minimum account requirement?A: We do not have an absolute asset minimum; however, we think we can best serve clients beginning at $250,000 in investable assets. If your current asset level is below this threshold, we encourage you to give us a call to discuss your situation and how we might best be of help to you.

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