The Munn & Morris Dynamic Allocation Investment Process™

Dynamic Allocation Investment ProcessTM is a balanced approach to investing

Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.

It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength).

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

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