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Investment Management
We believe that asset allocation is responsible for a large part of portfolio performance but in addition we also think that it is just as critical to diversify your investment strategies just as you would diversify your investment holdings.

We can formulate strategic asset allocation portfolios with the use of equities, fixed income, alternatives and cash to balance risk and volatility to help you reach your investment goals.

In short, no matter what your risk tolerance or investment objectives, we can tailor a plan to meet them.

No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.
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 Securities, insurance and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and registered investment advisor.  Repak Financial Services is marketing designation.

This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, MS, MT, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.

© 2016 Repak Financial Services | 7540 Matthews-Mint Hill Road, Charlotte, NC 28227 | P. 704-545-9771 | Terms of Use | ADV

This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, MS, MT, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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