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Q3 has developed our Personalized Portfolio Management (PPM) service to manage client accounts to their specific Risk Score. PPM is not a just a management strategy. It’s a process – a process for defining what successful investing means to your client and helping them effectively achieve their investing goals. PPM Monitors all of our Q3 strategies and employs an ongoing system to adjust client allocations based on the market environment.

Request a proposal below to see how Personalized Portfolio Management can deliver happier, low maintenance clients.

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