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THE PORTIA INVESTMENT PROCESS
PCM’s investment process starts with meeting you to obtain an understanding of your financial goals and your feelings about risk.
After reviewing your current investments, an investment portfolio is created specifically for your objectives. Special consideration is given to downside risk.
Upon your approval, your customized portfolio strategy is implemented. This portfolio is monitored and when necessary, adjusted to maintain its strategy.
Our communication is a continuous process and is not limited to regular reviews.
An open dialog and the education of our clients are two of PCM’s hallmarks.
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