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Portfolios Design Methods seek to establish portfolios that are appropriately diversified and maximize the expected return on investments from assets with similar levels of risk. These portfolio design methods leverage leading academic research in the field of finance and are grounded in the Effective Market Theory and other related academic research.
Long Term Financial Planning yields successful results that cannot be achieved with the speculative risk of “active management”, i.e. the practice of increasing the transaction volume in the hope of capturing opportunities at the exact right moment.
Global Diversification can reduce risk and often enhances returns.
Tax Management is a critical component for all taxable accounts.