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| Our Investment Philosophy |
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| Coda Capital Group has relied upon an investment philosophy that focuses on the investor's objectives. |
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| Our philosophy is based upon five principles: |
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Asset allocation |
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Portfolio structure |
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Tax management |
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Multiple specialist managers |
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Continuous portfolio management |
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| These principles all work together to deliver a program that offers investors personalization, diversification, coordination and management.
It’s a strategy geared towards achieving both short- and long-term investment goals that make sense in any financial climate. |
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"A bank book makes good reading - better than some novels" Harry Lauder |
