MONITOR
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Your job is to live.
Our job is to keep watch. There will be bad days. There will be bad months. There will even be bad years. Things change. But discipline, not luck , is the key to building wealth and keeping it over the long haul. We continuously review market conditions and manager performance to help ensure your investment objectives will be met. When it's time to change course, you'll be the first to know. When opportunities appear- which they always do- you will be ready. That's discipline. That's the cornerstone of Deliberate Success. |
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Validity of Plan: Make your plan an extension of your life. Let them change together.
Portfolio Structure: Adjust as needed and as opportunities arise.
Performance Metrics: Define success.
Optimize: Maintain efficiency year after year.
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