|
|
|
Financial Analysis and Investment Policy Statement
|
|
As your financial advisor, our goal is to understand your financial circumstances. We work with you to develop an in-depth picture of your financial position, your goals and objectives and your tolerance for risk.
In establishing your risk return profile we assist you in exploring fundamental isssues:
- What are your investment goals?
- What is your time horizon?
- What are your liquidity needs?
- What is your tolerance to risk?
- What are your investable resources?
- What are your income needs?
|
 |
We take this information about you and use it to determine which of the Six Risk/Return Profiles best matches your situation and needs. |
 |
The financial analysis will lead to a written Investment Policy Statement which is designed to:
- Establish reasonable expectations, objectives and guidelines for investing the portfolio
- Set forth an investment structure detailing permitted asset classes and the expected allocation among asset classes
- Create the framework for a well diversified asset mix designed to generate acceptable long-term returns at a suitable level of risk
- Encourage effective communication
|
Next Page - Step 2 Investment Allocation
|
©2010 Personal Benefit Services Wealth Management. All rights reserved.
|