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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.

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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.

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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.

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