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Comprehensive
Wealth Management

505 South Lenola Road
Suite 127
Moorestown, NJ 08057
856-235-0505

Our Investment Philosophy

Investment portfolios are developed using an investment strategy known as asset allocation, which is simply the investment of your money using various asset classes. Please keep in mind that asset allocation does not ensure a profit or protect against a loss. Asset classes at the most basic level include stocks, bonds and cash. We utilize asset allocation models with different risk and return characteristics by using allocations across various sectors of the financial markets. Our clients’ goals, attitude toward risk and age are very important when creating a reasonable mix of investments. We will create a portfolio that matches our client’s unique situation and will monitor their investments to address their needs.