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Advisory Process
Advisory Process
Basic Investment Principles

Basic Investment Principles

 

Advice

Work with an advisor to identify reliable investments. Clear and professional advice will let you choose those investments that best suit your objectives and needs.

   

Planning

Prepare a plan that takes into account your investment objectives, the time you have to invest, and your knowledge of and tolerance to risks in financial markets.

   

Diversification

Invest your money on more than one asset, currency, industry or region. Diversify your investment and rebalance your portfolio whenever your initial position or risk profile changes.

   

Concentration

Discern between sensationalist news and reliable information. Do not invest on an asset just because markets are bullish or allow news about sliding prices of your assets drive you away from your plan.

   
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