Investments

 

Depending on the client’s Risk Number and goals, a selection of many types of investments is made to build a portfolio and a financial plan. Modern Portfolio Theory (MPT) is utilized for constructing portfolios that will maximize returns based on a given level of risk or volatility. The types of investments we mostly use include Exchange Traded Funds (ETF’s), government and corporate bonds, stocks, a few carefully selected mutual funds, and Fixed Indexed Annuities. For certain qualified clients we also use alternative investments and private equity real estate investments.