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The
IAM investment process consists of
four steps that result in an initial
investment strategy and portfolio
allocation. Yearly consultations
with your portfolio manager ensure
that your investment strategy
remains on track to meet your goals
even as market conditions and
financial needs change over time.
Of
course you always have access
directly to your portfolio manager
if you require guidance or if your
situation changes between
consultations and you are never
locked into any investment, so if
you need to liquidate an investment
to meet a sudden financial need, you
can do so.
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