MidAtlantic continuously monitors each portfolio and the individual components within the portfolio. This assures that performance is meeting expectations relative to other available investment options and previously defined benchmarks.
Since each portfolio is completely liquid, an investment component with similar characteristics can be added to replace an under-performing investment option.
If you have friends or family members who need unbiased advice, please feel free to have them contact us.
We are available to provide an objective complimentary investment analysis of their current situation.
For more information or to schedule an appointment, please contact us.
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