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Identifying clients' needs and priorities should be the first step in the process of designing a portfolio. Whether a client's objective is growth of capital, income, liquidity or conservation of capital in large part determines the investment program that will be selected. A client's parameters such as risk tolerance, marginal tax rate, or account restrictions, also figure prominently into portfolio construction.
Barrett Associates focuses on industries which they believe have the prospect for growing at a rate greater than that of the overall economy. This criterion leads them to exclude heavily regulated, commodity, or cyclical businesses, such as utlities, automobile manufacturing, forest products or steel.
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Overview
Growth