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Balanced Approach

Peck Wealth Management adheres to balanced approach to investing. Client portfolios are structured to achieve long-term growth with emphasis on risk management. We believe that one of the most important responsibilities in growing wealth is protecting it.

We are mindful of portfolio theory, valuation discipline and the benefit of diversification. We optimize returns and control risk by creating and managing well-diversified portfolios and investing in different types of assets throughout the world. We believe the primary purpose of diversification is to limit downside, and shorten time to recovery following a decline in markets. However, we are cognizant of the fact that during extreme periods of stress such as the 2008 financial crisis, even the more stable asset classes fall in value. Therefore, we emphasize those investments that produce steady income to help protect portfolio values.