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Our investing philosophy revolves around helping each individual to develop a financial plan and strategic asset allocation and diversification consistent with his or her goals and objectives, risk tolerance, and time frame. I largely subscribe to modern portfolio theory which indicates that while systematic risk in markets cannot be eliminated, unsystematic risk can be diversified and reduced over the long term by investing in different asset classes and a diversified portfolio of stocks, mutual funds, or index funds. I hope to develop a personal relationship with clients, analyzing each client’s individual circumstances, and be a lifelong resource for you on your journey towards financial independence and a fulfilling retirement.