Focusing on asset allocation and diversification

Keeping a global perspective

Including your attitudes & preferences about investing

Employing a rigorous quantitative and qualitative manager selection process

Utilizing both active and passive management styles

Maintaining a balance between the growth and value styles of investing

Targeting tax efficiency and tax-loss harvesting

Reviewing and rebalancing the portfolio regularly

Paying close attention to overall costs

Offering unbiased, client-centric advice

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