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Click to Read Latest Newsletter. MSM Quarterly Market Update. Personalized Investment Advice is Our Specialty. Click to Read Latest Update. Timely topics pertaining to. It's one of the most important things we can do, but it's also the most overlooked. Here at MSM Financial Strategies. We'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. Helping You Achieve Your Individual Financial Goals is Our Mission.

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CONTACTS AT MSMFINANCIALSTRATEGIES.COM

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Click to Read Latest Newsletter. MSM Quarterly Market Update. Personalized Investment Advice is Our Specialty. Click to Read Latest Update. Timely topics pertaining to. It's one of the most important things we can do, but it's also the most overlooked. Here at MSM Financial Strategies. We'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. Helping You Achieve Your Individual Financial Goals is Our Mission.
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2 our investment philosophy
3 our partners
4 quarterly market recap
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7 msm quarterly newsletter
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9 topics of interest
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https://msmfinancialstrategies.com

Click to Read Latest Newsletter. MSM Quarterly Market Update. Personalized Investment Advice is Our Specialty. Click to Read Latest Update. Timely topics pertaining to. It's one of the most important things we can do, but it's also the most overlooked. Here at MSM Financial Strategies. We'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. Helping You Achieve Your Individual Financial Goals is Our Mission.

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msmfinancialstrategies.com msmfinancialstrategies.com
1

Our Partners

http://www.msmfinancialstrategies.com/our-partners.html

John A. McGuire. John earned his MBA from New York University, Stern School of Business; is a Certified Financial Planner and received a BA from Iona College. John brings experience from J. P. Morgan Chase, Kraft Foods and the IBM Corporation. His responsibilities included Chief Financial Officer of a JP Morgan Chase business unit, Controller of Operations and Systems; Financial Management and Planning Executive in Corporate Budgeting. Patricia C. Scott. Patricia A. McDonnell.

2

Our Investment Philosophy

http://www.msmfinancialstrategies.com/our-investment-philosophy.html

Broad diversification, low turnover and low transaction costs have historically proven to optimize portfolio returns. MSM emphasizes three key elements in managing portfolios:. Portfolios we manage participate in multiple market segments, sectors and regions. Diversification on the both the equity and fixed income components of the portfolio are considered. Alternative investments (e.g. gold, real estate, etc.) are considered if appropriate relative to the client's risk tolerance.

3

Home

http://www.msmfinancialstrategies.com/home.html

Click to Read Latest Newsletter. Personalized Investment Advice is Our Specialty. Click to Read Latest Update. It's one of the most important things we can do, but it's also the most overlooked. Here at MSM Financial Strategies. We'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. Timely topics pertaining to. MSM Quarterly Market Update. Helping You Achieve Your Individual Financial Goals is Our Mission.

4

Our History

http://www.msmfinancialstrategies.com/our-history.html

Every quarter, MSM reviews each client portfolio in person, by phone or Skype. The quarterly review addresses recent portfolio performance versus benchmark, asset allocation versus target, performance of individual holdings and the portfolio in total. We seek. Client input on an ongoing basis and seek to provide financial guidance that is responsive to client goals and evolving needs. Through market ups and downs, we have sought to provide personalized advice. To our loyal clientele. Goal identification ...

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