Custom Strategies
Investments chosen for portfolios based on a Custom Strategy may be inherently riskier than the market as a whole, and often are not based on historical performance data. Clients and potential clients should be aware that Custom Strategies will not have a historical track record and, therefore, potential performance and risk may be difficult, or even impossible, to estimate.
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We sometimes implement custom strategies when requested by our clients. Custom strategies may consist of, but may not limited to, a combination of the following for a given account:
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