The third step, investment implementation, is where we begin to build a portfolio by selecting individual investments.
Your goals and risk tolerance will have determined which investments are suitable for you and in which percentages (asset allocation).
Once the types of investments are selected in their respective percentages, we will prepare an investment purchase schedule so that the client can make use of dollar cost averaging where applicable.
At all times the client will keep control of all accounts and we will only assist in the purchase of whichever assets are part of the the overall asset allocation decision for the portfolio.
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