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There is a wide and ever-changing assortment of investment options. We can help cut through the confusion to
build an investment plan that is right for you - one that not only produces desired returns, but also minimizes taxes and investment risk. Once we have a comprehensive picture of your circumstances and concerns, we will design a
plan to meet your unique needs. Jorgen & Case LLC.. Personal Finance Advisor Reviewing Chart
Thrrough personal consultations, your Jorgen & Case LLC. advisor identifies your Investor Profile based on six key factors: time horizon, net worth, savings rate, risk attitude, investment knowledge and money values.
Jørgen & Case LLC. then generates an Investment Policy Statement (IPS) based on your Investor Profile. e IPS is designed to maximize returns relative to your risk tolerance.
Jørgen & Case LLC invests the assets in strict accordance to the IPS in a portfolio of institutional-grade asset class funds.
Jørgen & Case LLC provides you with a comprehensive reporting package that includes portfolio performance and all transactions made for the quarter.
Continuous monitoring ensures that your portfolio remains in compliance with your IPS. Jorgen & Case LLC. periodically rebalances the portfolio back to the original guidelines.
Your circumstances may change over time, bringing new opportunities and challenges. Your Jorgen & Case LLC. advisor will communicate with you regularly to provide ongoing financial advice.