What Investments Are Right For Me?
Not all investments are right for you, and you are not right for all investments. Your needs, goals, time horizon, income, age, wealth, debt obligations, tax constraints, risk tolerance, family dynamics, and emotional considerations will all play into how your investment plan should be developed and executed.
Each client is different. And therefore each investment plan is customized and different. Research studies show that over 85% of a portfolio’s returns can be explained through a careful selection of what investments to pursue (Essentials of Investments by Stephen Ross and Randolph Westerfield and Bradford Jordan).
The other 15% comes from stock, security selection, and other factors. We want you to rest assured we will assist you with our expertise.
Asset Allocation Explains 85% of Portfolio Returns
You can be fully confident that our investment strategy for you will put your interests above all, and our independent advice will be free of any conflicts of interest, or any hidden fees and commissions that other advisors may take. We do not sell any products or hold any securities – as such we are your best friend for your investments.