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How Agile Is Your Portfolio?

Agile Investments manages diversified portfolios on behalf of our clients.

We construct
portfolios principally with exchange-traded funds and selected active mutual funds.

Agile Investments is targeted to investors seeking to:

  Emphasize asset allocation - the key factor in portfolio performance
  Diversify across a broader range of asset classes
  Tactically adjust exposure based on the risk/return profile of each asset class
  Defend capital during bear markets
  Minimize investment costs and taxes
  Remove emotion from the decision making process

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Agile Investments does not guarantee the accuracy or completeness of this report, nor does Agile Investments assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only.  

The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from Agile Investments.

© 2014, Agile Investments. All rights reserved.