Customized Efficient Portfolios

Because of John’s profession he doesn’t need any additional exposure to the real estate industry. He would also prefer not to own tobacco stocks for personal reasons.

Our Private Account clients can place restrictions on existing and future holdings.

ACM builds portfolios specifically for each client using individual stocks and bonds. This provides the opportunity for personal management toward portfolio diversification, realized gains and losses as well as the ability to avoid companies that John just doesn’t want to own.

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