Our Process


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Client Portfolios

 

Core Element: 

Has distinct risk tolerance parameters and targets broad-based markets. 

 

Diversified Element: 

Incorporates large-, mid-, and small-cap and international equity exposure. Fixed income allocations include government, corporate, municipal, and high-yield securities. 

 

Opportunistic Value Element: 

• Top down/bottom up investing using multiple analytic techniques.

• Tactical Asset Allocation to adapt to changing market environments. 

Castile, NY Letchworth Park


WE TAKE A SYSTEMATIC APPROACH TO ACHIEVING FINANCIAL GOALS

 
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