InvestRight ™: Investing for a Lifetime of Success

Ultimately investing is a numbers game, so let’s talk numbers:

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Principles serve as the foundation for our InvestRight ™ investment philosophy and drive the delivery of positive results for our clients across investment time horizons and desired results:

• Individual Client Focus and Support
• Respect for Individual Investment Goals
• Teamwork Creating True Collaboration
• Transparency Driving Choice
• Integrity In Everything We Do

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The InvestRight ™ investing process utilizes a 4-step process that help clients become expert investors while realizing financial success and maximizing positive financial outcomes:

Investment Strategy

• Clarify your investment needs and goals.
• Develop your Investor Profile – money to invest, investment time horizon, financial obligations
• Align your short-medium and long-term goals with your tolerance for risk.

Portfolio Structure

• Appropriate diversification
• Volatility minimization
• Access to wide array of investment opportunities and vehicles

Management

• Seamless day-to-day portfolio decisions
• Risk minimization to protect against declines
• Optimization of risk-adjusted returns

Goal Monitoring

• Monitor structure, risk, return and progress toward defined goal achievement.
• Provide key portfolio information and metrics over multiple time frames.
• Utilize statistical tools and technology driven analytics to assess strategy and guide required adjustments.

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You, Your Dreams, and Us. One Goal:Your Financial Freedom. Like the market, your investment needs will change over time. Through our focus on insight, diversification and dedicated support, know that RJP has the same goal as you – financial success and freedom.