Broker Check

Overdiversification

| August 17, 2015
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Is it possible for your accounts to be over-diversified? Recently, I have come across some client's accounts  held outside our company that, in my opinion, have way too many positions. Don't get me wrong, I think accounts should be diversified over many different asset classes, but I also think there is an optimum amount of positions for any given account size. If you'd like to discuss you asset mix, feel free to give our office a call. CJR
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