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May 30, 2024
hand holding tree growing out of money signifying financial growth

How We Build Investment Portfolios

The following sneak peek into our “pension-style” investment process comes from our forthcoming new website…more to follow! Below we detail how we manage our CommonWealth Portfolios.  We do this work for our clients so they can invest with confidence. Our Pension-Style Investment Process: First, we use multiple statistical metrics and strict quantitative criteria to test...
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