Every client is unique. We believe this uniqueness should be reflected in the portfolio structuring process. Because we manage each client relationship individually, SIMI's principals meet with you to discuss your financial situation and any other issues that will influence the management of your account. Some issues we consider are:

• Personal Goals
  
  
• Financial Goals
  
  
• Rate of Return Expectations vs. History of Markets
  
  
• Risks Associated with Your Specific Goals
  
  
• Investing Experience
  
  
• Tax Concerns
  
  
• Family Objectives

 

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