Don’t have a clear goal for managed accounts? You could be in trouble

When it comes to investing, it’s easy to describe the “how” – how you’re going to take a conservative approach, how you’re picking out undervalued opportunities, how you’re aiming to hit CPI+3% over rolling five-year periods. But what about the “why” – what’s your actual investment philosophy, and why is it better for the client in the long-term?

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