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The opportunity to see potential success for the portfolio lies not in attempting to outperform the market, or picking the stocks, or even timing the market. It lies in developing the appropriate long-term investment framework, with a diversified portfolio.
We believe that investment returns are means to an end; the key measure of our success is helping our clients to pursue their financial goals in the timeframe they set forth, and with a balance of risk and return potential that suits their needs along the way.