DIVERSIFICATION Diversification is the foundation of our portfolio management philosophy. Because inappropriate asset diversification is to your potential detriment, and puts you at market risk greater than necessary or prudent, we diversify each portfolio among necessary asset classes including cash equivalents, fixed-income investments, large- and small-capitalization US stocks, international investments, and real estate securities. A properly diversified portfolio includes a variety of investment vehicles, with appropriate weightings of market sectors based on the individual investor's profile.
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