| CRM
employs a four-step process in the customized-individually structured
management
of investment portfolios. The steps in order are:
- Planning
- Implementation
- Monitoring
- Reporting.
These are not separate nor distinct; rather, an integrated, ongoing,
approach. Furthermore, with your approval,all investment activities can be
coordinated with your trusted advisors, inclusive of legal and tax counsel,
pension plan administrator, trustees and/or board of directors. The impact of
investment decisions on all financial and business affairs are considered.
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