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If together we decide that your personal financial plan should incorporate one of the managed portfolios at Investment Advisors Asset Management, this is the investment process that our team follows.
Our four-step investment process is an elegant and sophisticated strategy that can incorporate a tactical element when our Investment Strategy Team feels it is necessary.Our goal is to Advance (Participate) when conditions allow and Protect (Reduce Risk) when necessary.
We would be happy to review our investment process in greater detail during any in-person meeting.
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