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Jan Voss is an asset manager at Cape May Wealth. Jan Voss
As an asset manager, I deal with the diverse wealth issues of my clients on a daily basis. Every now and then my clients ask me an interesting counter question: How do you actually invest, Jan?
My advisory approach is based on the “Aspirational Investor” approach designed by the former CIO of Merrill Lynch Wealth Management. The approach divides the assets into three pots: