Portfolio Construction
A home and investment portfolio are two of the most important family assets.
There are also many similarities between a well-constructed portfolio and a well-constructed home. Both are built on solid foundations guided by time-tested fundamental principles. In addition, they both feature characteristics that are tailored to the owner’s specific needs and desires. This report reviews the fundamental guiding principles of a well-constructed portfolio.
Past performance is no guarantee of future performance and future returns are not guaranteed. There are risks associated with investing in stocks such as a loss of original capital or a decrease in the value of your investment. This report is provided for informational purposes only and shall in no event be construed as an offer to sell or a solicitation of an offer to buy any securities. The information described herein is taken from sources which we believe to be reliable, but the accuracy and completeness of such information is not guaranteed by us. The opinions expressed herein may be given only such weight as opinions warrant. This Firm, its officers, directors, employees, or members of their families may have positions in the securities mentioned and may make purchases or sales of such securities from time to time in the open market or otherwise and may sell to or buy from customers such securities on a principal basis.
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