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3. Portfolio Design and Implementation

An investment portfolio is the combination of different asset classes and products to help you achieve your investment goals.

The combination of assets that you should have in your portfolio will be that (money in cash, fixed income, equities and alternative investments) required to optimize the relationship between risk and expected return.

At this stage, our advisors will propose a structure of investments and assets based on the analysis of major trends in financial markets and economic conditions.

Once the investment proposal is approved, your advisor shall implement the portfolio, ie execute the purchase orders assets selected for you.

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