HOW A MODULAR APPROACH BENEFITS YOU:

• It allows us to build and manage a portfolio for you with the potential for increased risk-adjusted returns.
• We can go beyond traditional approaches in an effort to take advantage of all investments including those that fall outside of traditional portfolio systems.
• It helps us construct a potentially better portfolio for you that aligns with your goals , risk tolerance and time horizon.
• It provides us with the ability to adjust your portfolio as market conditions change or warrant.
• It gives us a way to evaluate, select and categorize a range of investments beyond traditional models.
• It gives us the framework to keep you above the MENDOZA Line.