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FWA Portfolios by Investment Style and Objective

Strategic Allocation Portfolios are multi-asset portfolios with risk profiles ranging from Conservative to Ultra-Aggressive.  We have 5 different categories with specific characteristics.

Dynamic Active Management portfolios focus on high income generation, diversified hedging, or multi-strategy valuations.  We have 3 different categories ranging from Ultra-Conservative to Aggressive.

Dynamic Growth Portfolios are comprised of individual stock portfolios with a quantitative management style. We have 5 different categories with multiple risk tolerances.

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The following chart is a representation of the FWA Portfolios organized by risk category.


What's Your Risk Number?

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.

Find out if your investments are in alignment with your risk tolerance: