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  1. WEALTH
  2. Personal Wealth
  3. Diversifying Your Portfolio

A diversified portfolio involves spreading investments across various asset classes, industries, and geographies to reduce risk and seek steady returns.

Key Features:

  1. Asset Variety: Mixes stocks, bonds, real estate, and other asset classes.
  2. Sector Diversity: Includes investments from multiple industries like technology, healthcare, finance, and consumer goods.
  3. Geographic Spread: Invests in assets from different countries or regions to reduce regional risk.

Advantages:

  1. Risk Reduction: Mitigates risk from any single asset or sector underperforming.
  2. Smoother Returns: Balances market volatility with a variety of investments.
  3. Capital Preservation: Helps protect against significant losses, preserving capital.
  4. Growth Opportunities: Offers exposure to a broader range of growth opportunities.
  5. Flexibility: Allows for adjustment based on market changes or new opportunities.

This approach, ideal for both novice and experienced investors, focuses on steady returns and reduced risk.

When you choose Aviso Wealth at Synergy Credit Union for investment management, you gain financial expertise and personalized service tailored to your pre-retirement and retirement needs. With our holistic investment planning, you can confidently navigate your retirement journey, knowing your investments align with your long-term goals.



*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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