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Investment
Selection Process
The universe of mutual funds is vast and becoming more specialized each year. We have found that there are funds to do almost anything we want to accomplish, howsoever complex, in terms of capturing market movement. We strive to make long-term investment decisions that maintain each portfolio as long as possible; however, things can change rapidly. We reallocate each portfolio whenever we see the need based upon changing economic/political direction. We do not choose funds based upon their tax efficiency, management costs or anything other than performance and fund objective.
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