Broker Check

Staying the Course

  • We regularly review the performance of your portfolio, and explain any recommendations we have for making adjustments.

  • We keep in touch about your circumstances and use what we learn to keep your investments on course for your destination.

  • We also make available a body of information about investment strategists, industry research and other data to give you background on our efforts. We’re always happy to discuss that information or any other input you gather, to help you learn and be comfortable about your investments.

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