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Investment Advisory Process

Our approach is designed to align our client’s investment strategies with the desired risk / return characteristics necessary to achieve the objectives we have outlined in the Financial Planning Process. 


Define the appropriate risk / return characteristics for a client’s portfolio based on the desired income and growth outcome.


Evaluate current economic and market factors to understand potential opportunities and risks.


Assess fundamental and technical factors of potential investment ideas for possible inclusion in CAFG Investment Strategies.


Construct an investment road map and allocation based on the most suitable combination of CAFG Investment Strategies.