Once you’ve set the philosophical framework from which you operate, it’s time to review the principles that guide these discussions: The first principle is faith.
We do all we can through our wealth management architecture and portfolio management structure to ensure a safe journey for clients and their families. The philosophical and structural framework is objective, based on truth; the specific tactical decisions will fall more in the realm of reasoned and well-researched opinion.
For additional information and resources on annual client review, please review the videos in this series.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict performance of any investment. These views are subject to change based on subsequent developments.
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