At Vios, we understand that the investment process is dynamic. A portfolio may require adjustment due to many factors including fluctuations in the market or shifts in the investor’s interests, income or future prospects. Our job is to constantly monitor the economic and market trends, such that we can adjust our investment strategy to take advantage of developing trends and adjust our portfolios to a changed set of inputs. Our approach is designed to serve individual interests through monitoring of performance, regular discussion, and periodic re-positioning of the portfolio as necessary.

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