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The Investment ProcessSix Steps to Investment Portfolio DesignWhile every client is different, we find that one of the most common and important areas in which our clients seek assistance is the area of investment management. Before SFA begins to construct a portfolio in consultation with the client, we spend a significant amount of time educating ourselves on your goals, history and risk tolerance. As part of this process, we will discuss in detail such topics as:
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Contact Info
6901 Rockledge Drive, Suite 700
Bethesda, MD 20817
Map and Directions
Phone: (301) 214-6700
Fax: (301) 214-6653
6901 Rockledge Drive, Suite 800
Bethesda, MD 20817
Phone: (301) 214-6700
Fax: (301) 214-6653