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Portfolio management is a dynamic process. Matrix constructs and tactically adjusts portfolios to reflect market conditions, changes in the client’s needs or objectives, and opportunities. Matrix is attentive to your portfolios on a constant basis. Attention includes regularly rebalancing your portfolio to reduce concentrated risk and to maintain asset allocation targets.
Matrix integrates tax planning by looking for opportunities to harvest tax losses, investigating ways to reduce alternative minimum tax exposure, and managing distribution proceeds from IRAs and retirement plans to minimize tax effect. |
