| Investment Management Services |
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While we at Raskob Kambourian Financial Advisors prefer to engage a client by providing the full range of financial planning services we will contract to provide only the investment management component. We start by determining the clients risk tolerance, timeframe and investment objectives. This forms the basis for an appropriate target asset allocation (TAA) unique to each client.
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Existing assets are adjusted (with tax consequences in mind) over time to meet target asset allocation. The portfolio is reviewed quarterly and rebalanced annually.