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Investment Philosophy of the Asquith Group Asia, Tokyo Japan

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Investment Philosophy of the Asquith Group Asia, Tokyo Japan

The Process involved:

1.      Evaluate Your Risk Capacity Level

Assess objectives, income targets, and time frame

Draw up an Investment Policy Statement

2.     Evaluate Existing Investments

Assess investments, review tax issues involved, and assets diversification

3.     Submit Portfolio Recommendations

Joint-analyze proposed investments

4.     Institute Investment Adjustments

Rearrange accounts

5.     Re-evaluate and Redistribute Portfolio

Investment evaluation and market analysis

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