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Click here to learn about our management approach to financial affairs.
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This process step focuses on investment plan design and scope. We begin with measuring the client's risk tolerance and time horizon and defining objectives. We then assist the client in understanding the various investment components that would be suitable for the desired level of risk and the specific financial needs that must be met by the portfolio.
The next step is to prepare an Investment Policy Statement which defines the client's investment goals, expectations, restrictions and performance measurement requirements. The Investment Policy Statement serves as both a directive and guide to portfolio managers.
Information on our portfolio manager selection process may be found in our Gateway Portfolio Services section.
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