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At Mitchell & Associates, I strive to construct a unique portfolio for each individual investor. I understand that appropriately allocating a portion of assets to different asset classes drives the outcome of each portfolio. Therefore, I work with each individual investor to build the type of portfolio most efficient for your needs. It all starts with a discovery process to determine what it is you need your financial assets to do for you. I will then recommend a portfolio then implement the portfolio. The final and most important step is to constantly monitor the portfolio watching for opportunities the financial markets present. Asset allocation does not ensure a profit or protect against a loss.
We enjoy boating, camping, snow skiing, barbeque cook outs and spending time with our friends and family, Bud the Beagle and Henley the Border Collie Mix.
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