Michael O. AdairManaging Director, Senior Investment Consultant | 2018


Every client wants a portfolio that provides a healthy return relative to the risk taken.

Every client wants a portfolio that provides a healthy return relative to the risk taken. However, advisors and investment managers cannot take a “one size fits all” approach, especially for the high-net-worth client. The unique needs and expectations of each individual client factors into his or her personal benchmark for a successful measure of return.

That’s why it’s important to design a portfolio allocation built on the client’s tolerance for risk and volatility, personal situation and goals, time horizon, and cash flow requirements. In the background of this is the current economic and financial landscape. When taken into consideration together, a personal investment policy is created to outline and formalize the optimal portfolio allocation that seeks to achieve a client’s personal benchmark return.

Every client wants a portfolio that provides a healthy return relative to the risk taken.

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Important Disclosures

The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities mentioned herein.

Certain statements contained herein may constitute projections, forecasts, and other forward-looking statements, which do not reflect actual results and are based primarily upon a hypothetical set of assumptions applied to certain historical financial information. Certain information has been provided by third-party sources, and, although believed to be reliable, it has not been independently verified, and its accuracy or completeness cannot be guaranteed.

Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as of the date of this document and are subject to change.

As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Returns include the re¬investment of interest and dividends. Investing involves risk, including the loss of principal. Diversification may not protect against market loss or risk. Past performance is no guarantee of future performance.

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