Services

The Process


The Tagge Rutherford Financial Group process is intended to help develop the appropriate asset allocation and product mix for each client. This process helps us understand specific needs, goals and risk management for each client. The process is always evolving. Things specific to your situation can change quickly. Therefore, we think it is critical to have a process in place to help manage these changes.

 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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