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The Portfolio Select Series Process
| Consider your clients' investment objectives, risk tolerance and investment horizon to determine the portfolio that fits them best. |
Determine which of the nine portfolios is appropriate for your client. |
Add your own value by customizing to meet your client's particular needs. |
Generate Investment Policy Statement to reflect client's profile and choices. Submit order to CI Investments. |
Managed Portfolios
– Automatically rebalanced
Custom Accounts
– Optional rebalancing
All clients receive personalized quarterly statements. Portfolio Review published quarterly. |
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