Sheets Smith Investment Management
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Custom Individual Portfolio

Custom Individual Portfolio


 Investing is not a “One size fit all” process and we understand some may require a portfolio that does not match any of the parameters previously mentioned. By finding a point on the risk-return graphic (hyperlinked) that you are comfortable with, we are able identify what your risk preferences are and begin developing an investment plan that works for you. Once your goals and vision are understood, a collaborative plan will be tailored to align with your specific needs. Following our adaptive Asset Allocation model, an investment strategy will be implemented to keep returns within your specified target range.


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