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  • Stembrook believes that asset allocation decisions have the single largest impact on long-term returns. Therefore, significant effort and intellect is devoted to the asset allocation process.
  • Formal research enforces the discipline needed to make and execute decisions with conviction.
  • Consistent application of the investment process is critical to enhancing portfolio returns.
  • A willingness to act when required and to not act when prudent can significantly improve investment results.
  • Clients are provided with the critical information they need to make informed planning decisions with confidence and conviction.
  • Using sophisticated tools and industry best practices, Stembrook collaborates with clients to define appropriate risk levels based on goals and risk tolerance.
  • Stembrook implements the investment portfolio and monitors clients’ progress over time.
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