The Portfolio Construction Process
The Portfolio Construction Process
Bringing it all together! This is where you and your Advisor begin the construction of a portfolio that fits you and your financial goals.
Don’t worry if you feel overwhelmed with the many choices, your Advisor is here to help.
- The best place to start is with your preferred style(s) One that supports your belief system.
- Next choose a portfolio within that style with the appropriate IRN-risk level to meet your needs.
- Lastly, stress test these choices against your planning goals to ensure a good fit.
Prioritize Your Goals
Whether your goals are simple or complex, we help you create a portfolio that is within your comfort zone and complimentary to your goals.
Determine Your Objective & Risk
We help you pinpoint your risk number and identify an investment strategy to match it. It all starts with a simple questionnaire.
Select Your Management Style
There are a number of ways to manage portfolios, our clients have access to multiple investment styles, each with different risk levels to choose from.