Investments

The client’s Risk Score is calculated first. The Risk Score goes from 1, the most conservative and risk averse, to 100, the most aggressive and risk tolerant. The next step is to construct a portfolio based on the personal Risk Score so that client expectations can be more in line with portfolio behavior. Some of the most common types of investments we use include Stocks, Exchange Traded Funds, ETF’s, certain mutual funds, government, corporate, and tax-free municipal bonds, Fixed Indexed Annuities, and for qualified investors, Private Equity Real Estate.

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