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Frequently asked questions and other supporting information

Investing with Us
Professionally Managed Accounts

How do I know which Portfolio is suitable for me?

When considering an investment, core to your decision-making process should be your investment objective, time horizon and risk tolerance. 

To help you determine which Portfolio might be suitable for you, join InvestSMART’s Chief Market Strategist, Evan Lucas and Head of Portfolio Services, Mitchell Sneddon as they discuss our four core diversified portfolios (Diversified Income, Balanced, Core Growth and High Growth), what they mean and in which circumstances you would use them.

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