In many cases choosing a single investment style isn’t that simple, often people have money set aside for different goals with different risk levels. This can add complications when selecting a portfolio, “I have multiple styles and goals.”
At FWA you have the opportunity to blend styles and objectives within the same account or at the household level.
Let’s take a closer look.
- Jim & Sue each have an IRA with different management styles within their own preferences and comfort levels. The also have a joint account with yet another management style and lower risk level.
- In this scenario each account and person have their individual preferences met, while the overall household remains on track for their retirement goal at a Moderate 55IRN. It’s a triple win. This is made possible by the flexible structure of the FWA Portfolio Platform.
For larger or more complex situations we offer even more flexibility (minimums may apply).
Let’s take a closer look.
- In this scenario, each account has multiple styles to customize the clients experience while still maintaining the overall household risk level needed to provide for their retirement goals.