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The Importance of Regularly Reviewing Your Investment Portfolio

The importance of regularly reviewing your investment portfolio and your personal circumstances to ensure that your investments remain appropriate to your needs cannot be overstated. From our experience investment portfolios need to be adjusted over time, not only in response to changing investment markets and economies, but also in response to changing personal circumstances.

If you are currently not reviewing your financial affairs on a regular basis we encourage you to contact your Avenue adviser to discuss their review services.