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Investment Management

MAKERS Wealth Management uses a defined process that utilizes third party research and analysis in our investment selection process. This ongoing due diligence allows us to build portfolios that meet the unique needs of our clients.

We focus on managing investment risk by selecting high quality investments, diversifying the portfolio and rebalancing on a regular basis. We build your investment portfolio to align with your goals, time horizon and your tolerance for risk. This creates a customized investment strategy for each client to help them meet their financial goals.

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