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Delicate Fabric

Asset Allocation Strategies

Diversify and optimize your investments.

Asset allocation is a crucial part of a well-rounded investment portfolio. It involves spreading your investments across different types of assets to manage risk and pursue your financial objectives.

 

Our data-driven, asset allocation approach will:

Analyze various asset classes

Consider historical performance, risk factors, and market trends

Seek to optimize returns, as much as possible, while managing risk 

Our strategy is designed to provide you with a disciplined framework for your evolving needs.

 

OnPoint Wealth​

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62 Portsmouth Ave, Unit 11 Stratham, NH 03885 | (603) 691-5446

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as OnPoint Wealth, and its investment advisor representatives, Wheeler Crowley and Colin Walker. 

 

OnPoint Tax & Consulting and its individual partners, Katrina Kowalski and Emily Roster,  are solicitors to Integrated Partners and are not registered investment advisor representatives. Solicitors do not provide investment advice and are compensated solely for their referral services.  

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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