| Investment Policy
Our investment policy is straightforward and entails a clear understanding with the client of their risk parameters and investment objectives. Within agreed guidelines, we will invest the allocated portfolio in equities, bonds and/or attractive closed end mutual funds/ETFs to achieve target returns over a specified time horizon. We will use tactical asset allocation to position the portfolio appropriately given the stage of the economic, business and interest rate cycles. Credit parameters will be set where appropriate to maintain a minimum acceptable credit quality of fixed income portfolios or sub-portfolios.
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