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Strategic Wealth Management Advisors, LLC
Client Experience
- Purpose of funds
- Financial goals
- Expected returns
- Risk tolerance
- Liquidity requirements
- Time horizon
- Tax implications
- Purpose & Objective
- Investment authority
- Responsibilities
- Approved Investments
- Constraints
- Benchmarks & Reporting
- Strategic asset allocation
- Active/Passive solutions
- Custody and execution
- Performance measurement
- Performance evaluation
- Ongoing monitoring of performance, market conditions and investment opportunities
- Tactical asset allocation
- Ongoing active portfolio management in concert with client needs.
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