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Asset Allocation Strategies

Diversify and optimize your investments.

Asset allocation is a crucial part of a well-rounded investment portfolio. It involves spreading your investments across different types of assets to manage risk and pursue your financial objectives.

 

Our data-driven, asset allocation approach will:

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Analyze various asset classes

Consider historical performance, risk factors, and market trends

Seek to optimize returns, as much as possible, while managing risk 

Our strategy is designed to provide you with a disciplined framework for your evolving needs.

*Asset allocation does not ensure a profit or protect against a loss.

 

MDonovan Financial

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300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 556-8080 | Fax: (781) 421-6574 | Matt@MDonovanFinancial.com

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Series 7 & 63 with LPL Financial. Series 65 with Integrated Financial Partners.

 

Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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Integrated Financial Partners and MDonovan Financial are separate entities and not affiliated with LPL Financial.

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For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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