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Investment Strategy

“Modern Portfolio Theory guided by common sense”® means we begin with allocation models derived from modern portfolio theory (MPT) and adjust portfolios to reflect current market conditions, which MPT typically ignores – things like the current interest rate environment, market valuations, and unusual geopolitical risks. The result is a more dynamic allocation blend, designed to reduce risk, while seeking opportunities for growth within undervalued sectors. Peter, Dwayne, & Deane collaborate in designing, allocating, and adapting all client portfolios.