Asset mix is specifically designed to meet the goals and objectives of each individual investor. It is strategic in nature, based on your long-term goals, with modest tactical shifts within a normal business cycle. We believe asset mix is an important contributor to superior investment results, and that a long-term diversified portfolio is the best risk-adjusted strategy for most investors. Our Asset Mix Committee meets formally each month to set the asset mix for the firm. We carefully review all economic, interest rate and currency factors in North America and around the world.

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