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FYI: NorthCoast Asset Management's Diversified Core portfolio seeks a balance between income and long-term growth. The mix aims to give retirees peace of mind.
"It's an all-in-one solution for somebody who wants to invest in a well-balanced global portfolio with mild tactical shifts," said Patrick Jamin, chief investment officer for NorthCoast. "The portfolio is based on a thorough analysis of valuation, macroeconomic sentiment and technical data."