![Rocks](/documents/93894/97584/Interior_rocks.png/bd0a78ca-b752-4c00-a7c8-779d24cfc1ef?t=1634139391011)
Investment Management Process
A thoughtful investment program will create a managed portfolio well positioned to meet your specific goals and let you sleep at night.
![1 Determine Types of Account, 2 Appropriate Risk Assessment, 3 Investment Policy Statement Construction, 4 Design, 5 Tax-Efficient, 6 Portfolio Monitoring, 7 On-Going Portfolio Management](/documents/93894/97584/investment+management+process3.PNG/855d1fc3-41d4-40d2-b570-d368524562c2?t=1637604311592)
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